Conflicts in Your Estate
I always tell my clients, colleagues & friends, that the estate they leave behind for their loved ones, becomes a family business whether it was planned to be or not. This new “business unit” or your “estate” will have many issues that these “new shareholders” will face. We know they will not be trained for […]
What is a Family Enterprise Advisor and Why Do I Need One?
This is a question I often face as I build my practice. Family Business issues exist in every entity but how does the family business advisor help us deal with them? Ask yourself the following questions: Do I have a clear succession plan that has been communicated to all members of the family? Have I […]