family business advisor Archive

Creating Clarity in Legacy Planning for the Family Business

Preserving wealth and/or a family business and eventually passing it on to future generations is an important consideration for most affluent family business owners. Making gifts to a favorite charity may be another. Whatever your financial objectives are, incorporating them into a written document called a Legacy Plan helps ensure that they’ll be carried out [&hellip

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Edward Rosenfeld Family Business Consultants

Three Circle Model Edward Rosenfeld and his team bring diverse and deep experience to assisting the family business and their advisors. We  bring years of experience to working with the Family Circle on conflict management, with the Management Circle in strategic planning and/or operational improvement and with the Ownership Circle in analyzing major changes in capital [&hellip

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