Robust governance practices form the cornerstone of success for the family wealth enterprise, and ongoing succession planning is one element of a mature governance system. As family considers its future succession, it is vital to understand why a well-conceived plan is so important and what the critical elements of the plan entail. Here, we outline...
How to Plan for Succession: Preserving, Protecting, and Passing on Wealth
Publish Date:
Mar 07 2025