One of the most important estate planning decisions is that of selecting a trustee or executor. The choice can be a game changer for how your heirs live with and…
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One of the greatest aspects of starting a new year is the opportunity for a clean slate perspective on longstanding opportunities or dynamics in life, family or business. We can…
It does not matter where in the world a family business is located, according to Deniel Banks of DW Banks Company, Inc, one thing all family business leaders have in…
Corporate structure is an important conversation to have when creating your succession objectives. The type of corporation has a major impact on your transition. Are you going to sell to…
For most owners of a closely held business, building the business is a labor of love. It provides a major reason for living, however because we don’t live forever, one…
I think the reason most companies fail to create and execute strategic planning is because when everything is going well our attitudes tend to be that of “If it isn’t…
Bruce Werner, currently managing director of Kona Advisors LLC, spent 12 years at the family busniess, Werner Holding Co., in a variety of senior positions before the family made the…
Privacy? This is a very important question for families that have wealth, a family owned business, or even families that have unique family dynamics. This article is not especially technical,…
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…
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….
