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.

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.