As we discussed in the previous article, estate and financial affairs for established families are highly complex. Each of the disciplines – tax, legal, investment, insurance – are inextricably linked….
It can be a lonely world out there for an entrepreneur. As you make your decisions, you have your family’s livelihood and the livelihood of your employees resting on your…
Recently, while having an in-depth discussion with a client regarding the potential of transitioning ownership of his company to one of his four children, he made the comment, “I will…
When a family addresses their affairs, whether it’s a small change or a big decision, they’re in search of a quality result. Established families have inherent complexity in their affairs….
Many people never consider this question. But the idea of leaving a meaningful legacy is often the most satisfying accomplishment in life. Whether inspired by a defining childhood moment, a…
When owners begin to create their exit plans, they need to answer three critical questions. 1. When do you want to leave your company? 2. Who do you want to…
In any family business, conflicts and disagreements can erupt between family members for any number of reasons, or for no reason at all. One of the most predictable reasons for…
Too much money rarely ruins heirs, it’s too little character. However, you may want to set your legacy planning up to incent your heirs to lead productive and respectable lives….
In our experience many business owners and entrepreneurs feel that they cannot devote enough time to their legacy and business succession planning because of a hectic business and social schedule. …
This is a complicated question. We work with clients who own privately held companies and focus on the issues of family ownership, control, active and inactive siblings, as well as…
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