How to Plan for Succession: Paving the Way for Continued Prosperity


Succession will happen—it’s a matter of when, not if—so families should approach it with strategic forethought, flexibility, and responsiveness to ensure a smooth, successful transition. Through three different scenarios that encompass most transitions, learn how the decision-making process succession varies in significant ways across those scenarios. There are many aspects to robust succession planning, which, when done well, can help align decision-making and strengthen family unity.

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