Wealth transfer for business owners and individuals
Top wealth transfer questions for business owners today
If you are planning to transfer wealth to the next generation, it’s critical to account for the unique characteristics and complexities of your family business. Use these five questions to get started on your business transfer plans.
Wealth transfer for business owners and individuals
Financial professionals who invest in their own wealth transfer education differentiate themselves and can position their practice for sustainable growth as the largest intergenerational wealth transfer in history continues to unfold.
For business owners, an advisor’s skillset may help rationally inform difficult decisions, preserve enterprise value and minimize short- and long-term tax exposure.
For individual clients, a strong and scalable process equips advisors to build meaningful, multigenerational relationships that extend well beyond a single client’s lifetime.
Investor toolkit
Top wealth transfer questions for business owners today
Unlike other assets, your family business is more than a financial holding. It likely represents a significant portion of your overall wealth, and reflects your priorities and beliefs. You and your family members may have strong feelings and opinions about the business, which is why communication and alignment are key.
The business owner’s transition checklist
Transitioning a business enterprise is one of life’s most consequential financial events. This checklist can help make sure business owners and their advisors have covered all the bases.
Gain powerful insights from business valuations
A scalable process for educating your business owner clients about the importance and impact of sourcing a formal business valuation as early as possible. The earlier an owner obtains a professional valuation, the more power they have to shape the transition outcome.
