FAMILY ENTERPRISE CONTINUITY AND SUCCESSION

What kind of family do you want to be? How can you cultivate your family’s readiness for transition?

Continuity is the primary concern of most enterprising families.  Successful wealth continuity involves the preservation of family assets and family relationships.


We help you by evaluating how estate and wealth transfer plans are affected by family dynamics.

 

Our Sessions

Our sessions include assessing and planning for the following:

Governance

Including how the family values are reflected in the enterprise mission and goals

Legal Form of the Enterprise

Including how the next generation understands the current legal structure and whether the structure is the right one for the future

Distribution of Ownership

Including a succession plan for the transfer of ownership and whether the estate plan is known and understood by the next generation