Closely Held Entities
Ianieri, Giampapa & Co., PC specializes in understanding the
many issues facing privately held or closely controlled
companies and their owners. Our Managing Directors each have
over twenty years experience working with owners, key
management, and entrepreneurial families. We work with our
clients to develop and implement family and business strategic
plans that may include:
Transition and Succession Planning
Intergenerational Asset Transfers
Mergers and Acquisitions
Pre Sale and Post Sale Strategies
Asset Allocation and Management
Insurance Portfolio Review
Non-Qualified and Qualified Benefits -
for Owners, Executives and all Employees
Estate and Charitable Planning
We measure our success by the development of an innovative plan
that meets your needs - and the proper communication of that
plan to your family, other advisors and executives as necessary.
Our network of satisfied clients and advisors is our most unique
and valuable asset.
►Please click the
links to the right for more detailed information.