John S. Frey Enterprises

Gen 1-3 Family Businesses

John S. Frey Enterprises, a Los Angeles based family business, brought on GIC to assist in their transition from Generation 1 to Generation 2 and 3 (36 shareholders). The project resulted in revised gifting and estate plans creating significant tax savings, the design and execution of a shareholders agreement and CEO employment contract, the formation of a Gen 2 & 3 special purpose entity to provide liquidity to both the business and family, and the creation of a board of directors with outside advisers.