Build your personal wealth management plan around your successful family business
You put everything you have into your family business ─ time and money, heart and soul. Day to day, it’s easy to feel that your business is your life.
As your company grows and becomes more successful, it’s important to take time to focus on how the business fits into your personal wealth management plan, as well as your family’s life goals.
While you may know everything about running your business, the financial side can become very complex.
Q.How should I diversify my wealth outside the family business?
Q.What if the next generation doesn’t want to take over the business?
Q.How will I meet my cash flow needs if the business goes through challenging times?
Q.Can I afford to retire? What will I do in retirement?
Q.How can I remain involved in the company after transition?
Q.What if I’d like to use my business management skills for consulting or board work?
Q.What are the tax implications of hiring family members?
Q.How much longer should we wait to transition the business?
Q.How can we ensure our kids and grandkids carry on the family’s legacy?
We know your business is a part of you and likely your greatest financial asset. Aspiriant works closely with family business owners to help them develop a holistic wealth management plan that focuses on the family’s best interests for today and tomorrow.
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