Knowing where to start with family transition work is simple, right? The technical part—the legal, estate, tax planning, etc.—is pretty straightforward. Why does the family part have to be so hard? Family business advisor Steve Legler digs into this paradox.
Each family business transition is unique and unpredictable. And it’s important for advisors to maintain—and encourage—patience and flexibility throughout this time. What is the first strategy for advising a family business through transition?
Find the answer in “Where to Begin with Family Transitions.”
Read about strategies for advising a family business through transition here.
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