When Family and Family Business collide As much as objective, rational-thinking business advisors caution against mixing business and family, the fact is that – by their very nature...
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Category Archives: Estate Planning
Why Family Businesses Owners should always have Exit Strategies
Why Family Businesses Owners should always have Exit Strategies Ask any family business owner why they went into business for themselves and the usual answer is to provide...
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The Next Generation’s formula for a successful transition
The Next Generation’s formula for a successful transition The succession of any family business is as unique as the family itself. That said, moving a family business from...
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Investing in the family and family business’s future
Investing in the family and family business’s future Family business leaders are generally patriarchs (or matriarchs) and as such they care about achieving business success as well as...
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Preserving the legacy of the family business
Preserving the legacy of the family business Almost all family business owners have a desire to see the life of their business sustained through continued family involvement. The...
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‘Professionalising’ the Family Business
‘Professionalising’ the Family Business When growing a family business, family business owners often find themselves at a crossroads – on one hand, there’s the wish to keep things...
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Preparing the Younger Generation for Wealth and Responsibility
As a successful family business owner, being able to provide the very best for your children is a real privilege, especially if you yourself have overcome humble beginnings....
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Not Just for the Rich and Famous
Many individuals believe that estate planning is for the very wealthy with the sole purpose of protecting large estates. However, in today’s evolving economic environment, an estate plan...
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Charity & Philanthropy
Consider a private (family) foundation A private foundation is a unique way to satisfy your philanthropic goals. Although often thought of as a financial or estate planning tool...
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