Areas of Focus for Families And Their Advisors: Four common themes that show up consistently.
In: Trusts & Estates, Jg. 163 (2024), Heft 1, S. 18-22
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Zugriff:
The article identifies common themes that surface most often in conversations between families and their advisors related to business strategy and tactics. Topics discussed include generational transitions or successions across the family enterprise, engaging and empowering future family leaders, compliance with the Corporate Transparency Act, and decision-making on technology upgrades.
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Areas of Focus for Families And Their Advisors: Four common themes that show up consistently.
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Autor/in / Beteiligte Person: | Flanagan, Jane |
Zeitschrift: | Trusts & Estates, Jg. 163 (2024), Heft 1, S. 18-22 |
Veröffentlichung: | 2024 |
Medientyp: | serialPeriodical |
ISSN: | 0041-3682 (print) |
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