Business owners exit only once, and as they do, they must transition from running a business to managing a portfolio. Running a successful business means executing according to a plan. Managing a portfolio is no different: business owners should follow a written investment plan.
Many owners have 85-90% of their wealth tied up in their business. This wealth was not created overnight, and it is not a surprise to owners. However, when transitioning from illiquid business assets to a liquid portfolio, family often suddenly becomes aware of this wealth. Owners should plan for how to discuss their wealth with family.
This webinar will cover:
- Investment market updates
- Crafting a written investment plan to help manage your family’s wealth
- Discussing wealth with family and conducting a family meeting
ph 678.322.3000 / fax 678.322.3059
Persium Group, LLC / 6190 Powers Ferry Road, Suite 500 / Atlanta, GA 30339