Wendi Crowe leads our national Private Client Services group. Her practice focuses on tax, mergers & acquisitions, business succession planning, trusts and estate planning. She uses a practical, holistic approach to assist owner-managers in achieving their business succession goals. Wendi has assisted numerous entrepreneurs in transferring their business to a new owner, to key employees or to family members. Wendi’s clients include private and family enterprises, large and small, ranging from professional service firms to construction, manufacturing and technology companies. In addition, Wendi has extensive experience in probate and estate administration.
Wendi advises clients at all stages of the business life cycle, including incorporation and initial ownership structure, partnership and shareholder agreements, compensation issues including employee profit-sharing plans and stock options, acquisitions and divestitures, estate freezes and other restructuring. She prepares trusts for minors, spouses and dependent adults, family trusts, and wills, powers of attorney and personal (health care) directives. Wendi advises individuals on owning U.S. property and planning for U.S. citizens and U.S. beneficiaries. Her approach to transactions is practical and multi-faceted, addressing the operational, regulatory, tax, succession and estate planning issues facing individuals and family enterprises. Wendi has acted in both the acquisition and disposition of privately-held businesses in a broad range of industries such as construction, hospitality manufacturing, distribution, technology, consulting, aviation, and service firms.