// Business Fiduciary Services
Preserving Value. Protecting Interests. Managing Complexity with Discretion.
Preserving wealth is not simply about transferring assets. It’s about safeguarding the stability of those who depend on you, maintaining harmony among heirs, and ensuring your intentions remain intact long after you’re gone.
// What we provide
What makes up Family Fiduciary Services
As your chief fiduciary officer, TOPO serves as a trusted, neutral party in both planning and administration—helping individuals, families, and family offices navigate decisions.
Our role is to ensure your intentions are carried out precisely and confidentially, while maintaining the trust and understanding among all involved.
Asset Protection Strategies
Domestic and international structures to shield wealth from creditors, litigation, and unforeseen liabilities.
Tax Planning for Enterprises
Proactive structuring to minimize tax impact on operations, transactions, and ownership changes.
1031 Exchanges
Tax-deferred active business exchanges integrated into broader investment and estate planning.
Wealth Transfer Strategies for Business Assets
Coordinated plans to pass ownership efficiently while preserving operational continuity.
Secured Transactions & Financing Arrangements
Structuring agreements that protect interests in loans, leases, or capital infusions.
Shared-Asset Ownership Agreements
Detailed frameworks for co-owned business property such as aircraft, fleets, or specialized equipment.
Partnership Exit & Payout Planning
Structuring buyouts and withdrawals to minimize disruption and maintain value.
Confidential Contract Negotiation
Handling sensitive deals with the discretion required for closely held and high-profile enterprises.
With TOPO, you receive unified legal, tax, and fiduciary expertise for integrated decision-making and a steady, long-term partner to adapt strategies as your enterprise evolves.
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