We help family ownership groups, boards, and management teams align their perspectives on the financial realities, needs, and opportunities of the business.
In this webcast, Travis W. Harms of Mercer Capital and Brook H. Lester of Diversified Trust share their insights with family business directors and their advisors.
As family business leaders tackle the many operating challenges thrust upon them by the COVID-19 pandemic, it is tempting to let tasks like estate planning fall to the bottom of the to-do list. While estate planning may appear to be less pressing than other issues, the positive impact of effective planning on the long-term health of both the family and the family business is hard to overstate.
If your family business is overdue for some ownership transitions, you should not miss the current opportunity for tax-efficient estate planning transfers.