Estate planning for owners whose personal wealth and business interests cannot be separated.
Pham Law Firm helps business owners, executives, and families coordinate wills, trusts, powers of attorney, ownership interests, liquidity, and asset-transfer decisions with the realities of the enterprise they built.
PROTECTION WITHOUT IMMOBILITY
A sound plan should provide safety when it is needed without unnecessarily anchoring the owner, the family, or the enterprise in place. We help clients protect against incapacity, conflict, liquidity pressure, fragmented ownership, and unintended transfers while preserving flexibility for changing families, markets, and opportunities.
WHEN OWNERS CALL
An existing plan is outdated or incomplete. The business is missing from the estate plan. Children have different roles in the company. Incapacity, blended-family, liquidity, or equalization concerns require careful judgment. Tax, investment, insurance, fiduciary, and legal advisors need a coordinated plan.
OWNER-CENTERED PLANNING
We work to align the estate plan with entity documents, buy-sell arrangements, beneficiary designations, insurance, governance, and succession objectives—so the owner’s intent is reflected across the entire structure.
COORDINATED ADVICE
Vu Pham, JD, MHA, CEPA brings legal, executive, healthcare, and exit-planning perspectives to the conversation and works with the client’s tax, investment, insurance, and other advisors when appropriate.
Request a confidential conversation to discuss your family, enterprise, risk, and planning priorities.