Every family's wealth preservation plan should have a foundation of family cohesion, transparency and trust.
On Succession Planning
- On Succession Planning
- On Succession Planning
Within my third path, I suggest that individuals with inherited wealth take back the word “entitlement” for themselves.
- On Succession Planning
What if the Roy family were able to reduce the size of the estate tax bill while Logan was still alive?
- On Succession Planning
For families without formalized governance and without a defined continuity or succession plan, the most frequently asked question by both the next gen (or “rising gen”) and leading gen (or “now gen”) is “how to start the conversation.”