For families with significant wealth, integrating personal and business wealth is key to the success of both the business and the family legacy.
Bringing on independent, objective directors can help in making the tough decisions necessary to move your business forward.
You can enter the world of business without joining the family business. Here’s how.
The sale of the family business doesn’t have to mean the end of an entrepreneurial legacy.
When giving up the reins of your company, early planning can protect you, your family and your business through the transition.
Transitioning a family business to the next generation can be complex, with both family dynamics and tax implications to consider.
Whether you want to keep it in the family, sell it to a third-party buyer or to employees, it’s important to start planning a business transition well before you need to.
One tax planning strategy to consider taking advantage of is a law known as the Small Business Stock Gains Exclusion, also referred to as Section 1202.
Charitable giving can play an important role in the sale of a business, helping to establish a legacy and maintain wealth. Here are a few common strategies, each with different tax and legacy-building benefits.
Tips to help keep your holiday gatherings happy by keeping business discussions separate from the festivities.
From growth strategies to succession planning tips to guidance on preparing for a sale, our insights can help you expand and protect the business you’ve built.