8 Important Steps to Planning & Protecting Business Family Wealth

  1. A clear picture of your vision, goals, and what matters most to you.
  2. A thorough analysis and understanding of both your asset base and business holdings.
  3. A projection of all assets at reasonable growth rates per asset class.
  4. A detailed understanding of your human and capital risks.
  5. A definition of your personal goals with respect to spending in retirement.
  6. A tax efficient retirement income plan that is highly flexible to your needs and/or circumstances as they may change.
  7. A plan for the transfer or sale of your corporate assets and ongoing passive investments as defined by your vision.
  8. Open communication with your family members, proper Will planning, and a clear strategy for your estate.
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