In a study of 403 family enterprise respondents, the importance of secession planning is seen.
Many entrepreneurs fail to engage in smart corporate exit planning.
Tax savings are more important to wealthy entrepreneurs than investment performance.
Financial succession planning is essential to effectively transfer a family enterprise
Trusts and estates lawyers are instrumental in enabling wealthy families to transfer their assets to future generations.
For many professionals, the super-rich and single-family offices provide enormous possibilities.
Private foundations are helping family office share family values.
The advantages provided by SFOs are available to more families.