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Current wealth research indicates that the vast majority of affluent families will fail to successfully transfer their wealth to the next generation. In spite of an overwhelming amount of available technical information and many advisors, families are making mistakes with their wealth.
Deciding when and how to let go of your business is a difficult decision for every owner. The business may be your most important life accomplishment creating financial rewards and personal satisfaction. Yet, with every successful business comes significant cost often measured in terms of strained family relationships. Achieving family harmony during a period of transition can be accomplished however.
Our Exit on Purpose™ planning process that links business issues to your estate plan while maintaining family harmony. If you think this is a tall order, you're right but our proprietary process has worked with entrepreneurial families across the US and will work for you.
Legacy Business Questionnaire
Financial Planning Magazine article on LPL November 2009