Business Succession
The family meeting about the business
Consistently identified as the highest-value step in family business succession, and the one most often avoided.
Topic
succession
Every Beneficiary Blueprints article tagged succession — 6 pieces across 2 sections.
Business Succession
Business owners without an obvious successor
A common position, and the choices narrow considerably the longer it goes unaddressed.
Wills & Trusts
Choosing a trustee
A role that may last decades, carries fiduciary duties, and is frequently given to whoever seemed obvious at the time.
Business Succession
Family businesses and the children who do not work there
The fairness problem at the centre of most family business succession, and the ways it is actually solved.
Business Succession
Passing on a business
Most owners intend to hand the business on and most have no written plan for doing it.
Wills & Trusts
What actually happens if you die without a will
Intestacy rules decide for you, and what they decide is frequently not what anyone would have chosen.