Business Services for the Next Generation

Family Held BusinessesA trust or estate may hold a closely-held business asset as the corporate fiduciary. You are in the business of administering trusts and estates, not assessing, operating or liquidating a business. On occasion a trustee or executor may require the services of an experienced and objective advisory firm to provide third-party insight into important matters and decisions. Sherwood Partners’ deep expertise in finance, operations and accounting enables us to provide sophisticated advice that is highly relevant to this asset class.

Change always creates a variety of challenges. To protect against potential disasters, trustees and stakeholders frequently seek an independent counsel on the wellness of their assets. Sherwood’s substantial experience in corporate restructuring, bankruptcy and business opinions enables us to quickly assess situations and reach careful conclusions.


Your clients have reposed trust and confidence in you to preserve the wealth that they have worked so hard to create for the next generation. And law imposes upon you the highest and most important duties as a result. Your duties as a fiduciary may have some or all of the following:

  1. The duty to exercise such skill as a person of ordinary prudence would under the circumstances (the “Prudent Person Rule”)
  2. The duty to employ special skills (i.e., specialty asset management)
  3. The duty to invest prudently (the “Prudent Investor Rule”)
  4. The duty to preserve or takes steps to preserve the trust or estate property
  5. The duty to delegate prudently when such delegation is appropriate

You can rely on Sherwood to help fulfill these important legal obligations. Sherwood can assist in developing a complete and thorough analysis, including the evaluation of direction and recommend potential alternatives. Sherwood’s Wellness Opinion™ can be of great assistance in reaching a well-informed decision. Independent advice helps to document the consideration process behind important matters and promote the use of sound business judgment, free from bias or potential conflict of interest. At Sherwood we believe consulting services must be more than leaving behind a report. We assist in change integration.

Next Generation

Sherwood Partners, Inc.

Solutions | Results | Success | Since 1992

1100 La Avenida Street
Building A
Mountain View, CA 94043

Phone: 650-454-8001
Fax: 650-454-8040


Solutions | Results | Success | Since 1992
Silicon Valley | Los Angeles | New York

Since 1992 Sherwood Partners, Inc. has become one of the premier business advisory firms to the restructuring industry.

The Sherwood team of seasoned business professionals provides founders, shareholders and senior executives with more than a report – we at Sherwood go beyond traditional tactics to help make decisions and implement plans that achieve exceptional results.

© 2016 Sherwood Partners, Inc.. All rights reserved.