The people we help are not only families with operating businesses, but also include families with a portfolio of assets and who have family offices or foundations.
Few subjects make families more uncomfortable than the intersection of death and money. And yet, for families in business together, or families who have accumulated wealth across generations, confronting this intersection is not optional.
Most people who desire wealth have no idea what it truly is. Wealth isn’t defined by an account balance, the value of properties, or an impending inheritance. Instead, wealth is best described as family.
Discover a holistic approach to tailored, lifelong learning and development. Build 10 core competencies across each of life’s stages to effectively navigate the opportunities and challenges of financial wealth.
Many families, who have built or inherited wealth, worry that their wealth will hurt their families, destroy their children’s motivation to work, or contribute to dysfunction in the lives of their grandchildren.
A Buy-Sell Agreement documents the terms and conditions for a sale of business interests under given triggering events.
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