Taking Care of Business: Case Examples of Separating Personal Wealth Management from the Family Business

January 2011

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Many family businesses don’t realize that separating the family’s financial affairs from the management of their operating company is an essential and lawful best practice.  This report builds on FOX’s ground breaking study Managing Family Assets Separately From the Family Business by providing case studies to illustrate the challenges and opportunities in separation and specific steps for making that separation a reality.

After reading this you will:
  • Learn the steps involved in making a transition from managing wealth inside the family business to setting up a family office or selecting an outside wealth advisor
  • Know the techniques and strategies that families have applied with success
  • Gain insights from advisors and family office executives that have been through the separation process

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This document is available to FOX Members only.