An Inheritance Checklist for Turbulent Times скачать в хорошем качестве

An Inheritance Checklist for Turbulent Times

Taking a values-based, systemic approach to inheritance planning, this webinar presents an inheritance checklist to help family owners navigate inheritance planning with purpose and resilience amid today’s turbulent times. It is designed for families that own family businesses, family offices, investment portfolios, and broader family enterprises. Learning takeaways: -Learn a comprehensive approach to inheritance planning for families that own a broad range of assets and companies. -Assess the family’s preparedness for disruptive events, such as global change, disability, disaster, and the “day after.” -Recognize the importance of aligning core inheritance and business documents and plans, to ensure continuity and trust across generations, especially during turbulent periods.