Financial Confidence | Family Business Succession
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Family Business Succession

Donating and redeeming private corporation shares Successful entrepreneurs and other wealthy individuals are increasingly looking at methods of “giving back” to society. Many donors choose to make significant donations during lifetime, so they can see their donations at work and enjoy the public recognition that often...

In the aftermath of a personal tragedy, would your family business have their financial planning ready for an orderly transition? “We were forced to prepare our family business succession and estate planning hastily, not knowing whether our father would ever return to work” Our family was anxiously waiting...