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You Built the Business. The Next Chapter Deserves the Same Discipline.

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The Life of an Entrepreneur

You built something real, and the decisions ahead are consequential. The exit strategy, the tax plan, the trust structures, the investment approach after liquidity. These determine whether the wealth you created endures. FirsTrust has guided business owners through these transitions for 30 years.

How We Help

Coordinated planning across exit strategy, tax, estate, and investment management.

Create a framework for family wealth and legacy.

  • Coordinate business succession, buy–sell agreements, and liquidity planning so the company can fund your retirement and your heirs’ future.
  • Structure trusts, entities, and gifting so wealth transfers tax-efficiently with durable asset protection built in.
  • Design a Private Family Office to coordinate investments, tax strategy, and estate work across family members and entities.
  • Establish family governance with clear roles, rules, and decision-making so expectations are aligned across generations.
  • Keep structures and documents current as laws and circumstances evolve, with incapacity provisions so trusted people are always authorized to act.
Designing a Multi-Generational Family Office
Adi Dassler, Founder of Adidas

FirsTrust is an independent firm and is not affiliated with Adidas AG or its subsidiaries.

How the Dassler Family Chose to Protect Their Legacy

In 2014, the Dassler family chose FirsTrust to design a private Family Office with global investment access and independent oversight. Three generations of Adidas legacy wealth are now managed through the Adi Dassler Family Office.

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