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Death is inevitable and, regardless of how you feel about that, there will be family left behind who will have to manage “your estate.” Now the word estate may conjure up images of Downton Abbey or an oil baron’s fortune, but if you are leaving... 
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When you've led one of the most successful businesses for more than 40 years, it can be hard to disassociate yourself from the identity of the company.
Tanja Elbaz's curator insight,
December 3, 2023 3:18 PM
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Research identifies eight key principles of succession for family business Mayo Advertiser Baker Tilly-Ryan Glennon has participated in a global research study through its membership of Baker Tilly International, which takes a closer look at both...
Tanja Elbaz's curator insight,
December 3, 2023 3:19 PM
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For private business owners, particularly family-owned businesses, succession planning should be a top concern. Two out of three family businesses fail to survive from the first generation to the second and only 15 percent ...
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Jerry Gilbert, left, and his son, Todd Gilbert, worked together for nearly 20 years before they started planning for succession for the family-owned Valley Cartage trucking company. (Submitted photo: Valley Cartage) ...
Tanja Elbaz's curator insight,
December 3, 2023 3:19 PM
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Speaking to a group gathered for the North Bay Business Journal's seventh-annual succession planning conference, Mr. Hansel recalled how three generations of Hansels have helped grow the company to 10 franchises and ...
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Appropriate pre-planning with life insurance means that there will be cash available to complete a business succession plan.
Tanja Elbaz's curator insight,
December 3, 2023 3:19 PM
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In this video recorded in downtown Zurich Richard C. Wilson talks about family office investment committees, their use, and a recent trend he picked up on re...
Tanja Elbaz's curator insight,
December 3, 2023 3:19 PM
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This is mistake # 8 of "How To Avoid The Top 12 Most Common Mistakes in IRA and Legacy Planning". Visit http://themoneytalkshow.com and http://acquirecapital...
Tanja Elbaz's curator insight,
December 3, 2023 3:18 PM
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Curated by Enzo Calamo
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.
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