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Building a Legacy: The Role of Governance in Wealthy Families
Wealth brings opportunity, security, and influence. But it also brings challenges - diverging interests among siblings, the integration...
Family Succession Advisors
7 days ago4 min read
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What Is a Trust, and Why Your Family Might Need One
For families with significant wealth, passing it on isn’t as simple as just writing a will. There’s often more at play - complex family...
Family Succession Advisors
Aug 154 min read
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What is a Family Office? Do I need one?
In today's financial world, managing wealth is more complex than ever. As families accumulate significant fortunes, they often find...
Family Succession Advisors
Aug 125 min read
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Is Equal Always Fair? How Do I Divide My Assets Fairly Amongst My Children?
When it comes to planning your legacy as an affluent business family, few decisions carry as much weight, or potential for discord, as...
Family Succession Advisors
Jul 164 min read
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How to avoid conflict when assigning family business roles to family members?
Assigning roles in a family business can be one of the most challenging tasks for a family business owner, especially if there are a...
Family Succession Advisors
Jul 25 min read
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Enhancing Family Unity Through Effective Family Meetings
A Strategic Guide for Affluent Business Families  For affluent families who own and manage businesses, the intersection of family and...
Family Succession Advisors
Jul 25 min read
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