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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
Scoop.it!
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
Scoop.it!
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
Scoop.it!
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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