Preserving personal and family wealth
Business succession planning
Business succession is a long-term process of planning and preparation, but there comes a moment when the leader and the led part ways—when one story becomes two.
Turn every wish-list item into a concrete action plan, then make sure all those plans for your future are compatible with the plans you’re setting in motion for your business.
Cultivating enduring value
Plans you make for your business can have significant and often surprising effects on the plans you make for yourself in retirement.
What should you consider?
Think of retirement as a new job—safeguarding and enjoying the rewards you’ve worked hard to accumulate. Professional advisors can provide guidance on estate and gift taxes, life insurance planning and investment portfolio strategy.
In short, do plans for your business align with your retirement goals?