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
Four key wealth transfer considerations
You’ve worked hard – and the wealth you’ve built includes much more than your financial assets.
The next generation of wealth transfer
This interactive workbook is designed to guide you through the five-star framework and can be used in meetings with your financial professionals, as well as in conversations and activities with your family.
Donor-advised funds
Donor-advised funds (DAFs) may be best known as a tax-efficient vehicle for donating assets to charitable organizations.
