Managing The Mature Family For Success

Overview

The vitality and longevity of a mature family enterprise depend on three key value drivers: the family economic engine, including both business and financial assets; the family itself, its culture and members; and “leakages” that include both cash flow management and estate planning. By operating in this context so that you manage your entire family enterprise as an integrated whole, you are stewarding your good fortune and cultivating your family’s valuable business, human and financial resources to serve the family enterprise as a whole as well as each family member.
 

Advisor Thinking