Viewing Blogs by Robert Legan

Why I Believe in Family Vacations
How These Shape Family Values and Protect Your Wealth Long-Term

Whitnell Podcast: Insights With Robert Legan
Top Considerations For Transferring A Family Business

Why You Shouldn’t Focus On Money
Focus On Your Family Purpose Instead

Has Managing Family Wealth Become Your Business?
Why A Family Enterprise Could Be Essential To Your Future

How A Family Office Reduces Complexity
Affluent Families Need An Integrated Approach To Managing Wealth

Is A Family Office Approach Right For Your Situation?
Families With Complex Needs Deserve High-Touch Services

Robert Legan Now Leads Family Office Services
Ultra-Affluent Families Well-Served Through His Experience

Will You Be Happy After Selling Your Business?
75% Of Business Owners Are Not

Are You Ready To Transition Your Business?
Key Considerations For Business Owners

Five Reasons Business Partners Need Formal Contingency Plans
They Protect You, Your Partners, and Your Families

The Five Biggest Mistakes People Make When Transferring A Family Business To The Next Generation
How You Can Avoid These Costly Mistakes

What To Do After Your Liquidity Event
It’s Surprising How Many People Do Not Realize Peace Of Mind

Transitioning Strategies For Family-Owned Businesses
How To Think About A Wealth Plan That Takes Care Of The Family

How To Build A Great Financial Team
Start With Your Financial Quarterback

Why Does Your Money Need A Team?
The Importance Of Team Planning For Wealth Building

Is Your Greatest Asset At Risk?
Protect Your Business and Net Worth
