Cummings & Lockwood LLC
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Business Succession Planning

Cummings & Lockwood’s attorneys have extensive experience in the creation of succession planning strategies for owners of privately-held businesses on the cusp of a generational change. Our clients include traditional operating businesses, entrepreneurial enterprises, family investment partnerships and large family foundations.

Our Business Succession Planning practice capabilities include:

  • Developing tax-efficient strategies for transferring ownership and control through family generations
  • Planning for harmonious transitions of the business either during the owner’s lifetime or at death
  • Assisting clients in the sale of an operating business and/or the conversion of an operating business into an investment-oriented family venture

Cummings & Lockwood - The Choice for sophisticated legal counsel.

Name Title Practice Group Office Phone Email vCard
Chairman and Managing Director Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6590
Principal Private Clients Group, Family Office and Closely Held Business Group West Hartford, CT,
Palm Beach Gardens, FL
860.313.4930, 561.214.8500
Principal Private Clients Group Naples, FL 239.649.3196
Principal Private Clients Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4936
Principal Private Clients Group Bonita Springs, FL 239.390.8062
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6554
Principal Private Clients Group Stamford, CT 203.351.4298
Principal Private Clients Group Naples, FL 239.649.3180
Principal Private Clients Group Stamford, CT 203.351.4198
Principal Private Clients Group, Commercial Real Estate Group West Hartford, CT 860.313.4931
Principal Private Clients Group, Corporate & Finance Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4946
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6511
Principal Private Clients Group Greenwich, CT 203.863.6503
Counsel Private Clients Group, Family Office and Closely Held Business Group Palm Beach Gardens, FL 561.214.8508
Principal Private Clients Group Bonita Springs, FL 239.390.8067
Principal Private Clients Group, Family Office and Closely Held Business Group Bonita Springs, FL 239.390.8068
Principal Private Clients Group Stamford, CT 203.351.4317
Counsel Private Clients Group, Family Office and Closely Held Business Group Bonita Springs, FL 239.390.8060
Principal Private Clients Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4343
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6504
Principal Private Clients Group, Family Office and Closely Held Business Group, Fiduciary and Probate Litigation Group West Hartford, CT 860.313.4919
Heather J. Rhoades
Heather J. Rhoades
Heather J. Rhoades

Chairman of Private Clients Group

hrhoades@cl-law.com

T860.313.4933

F860.313.4968

Chairman of Private Clients Group Private Clients Group West Hartford, CT 860.313.4933
Principal Private Clients Group Stamford, CT 203.351.4656
Principal Private Clients Group Greenwich, CT 203.863.6542
Principal Private Clients Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4308
Principal Private Clients Group Stamford, CT 203.351.4692