Company Sponsored Financial Planning

Each generation of family-business ownership can benefit from fully understanding the value of their ownership and maximizing the benefits of their ownership (often via the profit distributions) relative to their financial planning. This is especially true given the illiquid nature…

Company Sponsored Financial Planning

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Each generation of family-business ownership can benefit from fully understanding the value of their ownership and maximizing the benefits of their ownership (often via the profit distributions) relative to their financial planning. This is especially true given the illiquid nature of most family business ownership interests. Past family financial planning conversations have often occurred within, or during the roll out of, a family council meeting, and have contributed to enhanced communication between family members regarding their ownership stake in the family enterprise.

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