Boundaries That Matter: Managing Family Assets Outside the Family Business

February 2021

Recommended for:

While successful businesses benefit from disciplined operations and strategic planning, the management of family wealth is often eclipsed by the needs of the business and improperly delegated to trusted business executives. Ostensibly practical, this approach can result in a loss of critical long-term financial benefits as well as expose the family to unnecessary legal and privacy risks.

After reading this you will:
  • Understand the significant benefits that families gain when they separate a family office or the family’s wealth management from the operating company. 
  • Gain insight on the immediate and long-term tangible value to separation 
  • Know the steps involved in the separation process and have a road map for successfully managing a transition

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