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Preparedness:

Death of a Principal

While death and taxes are inevitable, their consequences do not need to be a surprise. Family offices are in a unique position to prepare their organization and the families they serve to plan for the inevitable.

Preparedness:

Death of a Principal

While death and taxes are inevitable, their consequences do not need to be a surprise. Family offices are in a unique position to prepare their organization and the families they serve to plan for the inevitable.

Legend
  1. Primary process

    These are the key processes that most always take place for this type of project.

  2. Standalone process

    These can take place with or without a comprehensive engagement being completed.

  3. Other process

    It is less common that one or more of these are included in the preparedness exercise.

  4. Interconnectivity

    These processes influence or impact the highlighted processes.

Legend
  1. Primary process

    These are the key processes that most always take place for this type of project.

  2. Standalone process

    These can take place with or without a comprehensive engagement being completed.

  3. Other process

    It is less common that one or more of these are included in the preparedness exercise.

  4. Interconnectivity

    These processes influence or impact the highlighted processes.

Primary process
Standalone process
Other process

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