On-Demand Webinars

Strategies For Business Owners, Executives And Affluent Families

How To Preserve Multi-Generational Wealth

Five Key Strategies To Build A Sustainable Family Enterprise

Multi-generational families face a number of challenges when it comes to preserving their wealth for the generations to follow.  But the single biggest challenge seems to be complexity.  The risk is very real that wealthy families might go from shirtsleeves to shirtsleeves in 3 generations.  The first generation creates the wealth, the second generation consumes the wealth and the third generation is starting all over again.  We believe you can reduce complexities by taking prudent steps to preserve your family wealth for many generations.

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How To Preserve Multi-Generational Wealth

Family Owned Business Opportunities

How To Successfully Transfer A Family Business

Family-owned businesses offer tremendous opportunities and challenges because of the complex interrelationships between family, finances and business. But when the time comes to transfer the business, those challenges become even more acute. Business owners are typically ill-prepared to address business transitions. This is a very specialized area that requires real expertise and experience. There is a much better solution that we call holistic family business planning. 

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Family Owned Business Opportunities

How To Transfer A Successful Family Business To The Next Generation

Seven Key Areas To Build Your Action Plan

Transferring a family business is very complex because it changes three things that are near and dear to you: your business, your family and your wealth. This is one of the most significant financial decisions that you will ever make. More importantly, this event could substantially alter the very fabric of your family for better or for worse. How you handle this process could mean the difference between a prosperous business that a united family is ready to lead for generations or an unstable business that is the center of disharmony and soured family relationships. 

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How To Transfer A Successful Family Business To The Next Generation