A $47 million manufacturing business. One heir. No plan.
The Hargrove family had built a regional manufacturing company over three generations. When the founder's health declined, the family discovered their existing estate plan would have triggered a forced sale to cover the tax liability.
Dedicated liquidity created for estate taxes and business continuity. Business transferred intact.A $94 million estate. $31 million in estate tax. The portfolio was the only plan.
A family with substantial investment assets faced a significant estate tax liability. Their advisors had not addressed where the liquidity to pay that liability would come from — and the default answer was the investment portfolio itself.
$31M in dedicated estate tax liquidity created. Core investment portfolio preserved.A $210 million exit. The business was sold. The family's next chapter was just beginning.
James Castellan spent three decades building a regional financial-services company. When the business sold, the family's planning question changed: how could their new financial strength create additional capital for future generations while keeping the core portfolio intact?
$210M+ investable wealth. Additional generational capital engineered alongside the core portfolio.A $65 million family business. Two owners. One seriously underfunded buy/sell agreement.
Marcus and Elena Voss had a formal buy/sell agreement in place. The problem was that the business had grown substantially since the agreement was funded — and the existing insurance was a fraction of what would be required to execute it at current valuations.
Dedicated permanent liquidity established. Business retained flexibility to fund operations and growth.All case studies are composite narratives. Names, industries, and identifying details have been changed. Past results do not guarantee future outcomes. The Clearview Group does not provide legal or tax advice.
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