Family Business Magazine - Protecting Assets Across Generations

Author: Jon Moore 

 

With my business owner clients, we often start to talk about the larger legacy they have as part of business planning and life transition planning. Will their children join the business? What can they do to protect the wealth they've created for their children and their children's children? 

 

Because of my experience, I was invited to speak at Family Business Magazine's Transitions Conference on the topic, and I've included the short video interview below. 

 

 

The invitation was earned after the Family Business Magazine team saw my interview about Managing Finances and Investments for Business Owners in our video interview series "Invest In What's Important." For anyone that has any questions about the topic, feel free to reach out to me anytime.

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