Last week I was introduced to a family owned business owner by his estate attorney. They were interested in learning more about succession and exit planning. The business owner described…
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What Sets Us Apart
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….
“Remembering that I’ll be dead soon is the most important tool I’ve ever encountered to help me make the big choices in life. Because almost everything — all external expectations,…
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….
It’s best to arrange for asset protection as early as possible, preferably before the asset has been created. We analyze estate planning strategies that afford you and your family maximum…
Planning for the future is never easy. Unfortunately for many people with significant wealth, they have not analyzed their personal financial security in relation to their lifestyle. This leads to…
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…
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…
