The Enduring Legacy of Business Families

Overview

Each family’s legacy is as unique as the family itself. It can be a bloodline, a name, heirlooms, a legal entity or family stories, myths, and artifacts. In this fourth and final report in the series on family business succession, key insights are shared on the important role that legacies play in uniting the core purpose of the business with the family’s abiding values.

If you missed the other three reports in the series, you will find them here:

Advisor Thinking