Creating a Succession Road Map for Family Businesses

Creating a Succession Road Map for Family Businesses

Dr. Jim Kestenbaum, President/Founder As is well known, family businesses are the cornerstone of the American economy. And as much as family businesses create major short term value for their local communities and economies, they also create even bigger long term value when they last from generation to generation. One of the main ways this is accomplished is through intergenerational …

wealth management team

Why You Need a Cohesive Wealth Management Team.

Why You Need a Cohesive Wealth Management Team You know that you need to tap the expertise of multiple professionals to pursue optimal financial results in your life because finding one single professional with the full depth and breadth of knowledge required to effectively address all of your wealth management needs and wants—especially the complex ones—does not exist. You may …