Context Conflict: Preserving Goals and Values in the Family Enterprise

Overview

Family business owners begin their adventures balancing two priorities: keeping the business as an integral part of an ever-expanding family and creating a profitable, sustainable organization. In the end, family is the guiding force behind the company’s success; maximizing value for the next generation is sometimes more important than maximizing economic value in the present. Creating the right legal foundation will allow owners to put family first when it matters most.

Advisor Thinking