Most family offices sit within layered structures that include holding companies, operating entities, special purpose vehicles, trusts and foundations. Family offices in the process of succession ...

Looking ahead to 2026, corporate boards are placing an emphasis on CEO succession planning, workforce agility, strategic execution and technology transformation, according to a Dec. 11 report from the ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

Succession planning is fraught with potential missteps. By examining common mistakes, businesses can employ proactive measures to sidestep pitfalls that have ensnared others. Delaying the Planning: ...

Whilst many individuals (collectively, the “Individuals”, each an “Individual”) are aware of the importance of succession planning to preserve continuity and stability in the transfer of assets upon ...

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

A deep look at why modern founders avoid succession planning and how smart contingency design separates scalable companies from fragile ones. A business isn’t truly scalable until it can operate ...

Consolidation risk is not limited to smaller operations. Succession gaps, management transitions and strategic exits are driving consolidation regardless of size.

Succession planning is often treated as a legal or financial exercise — a “simple” matter of wills, taxes and transfer dates. Yet for family-owned farms and agribusinesses, it’s something deeper: the ...

Succession planning is essential to ensure that your finances and legal affairs remain intact when life throws unexpected challenges your way. Events like death, disability, divorce, disagreement, or ...