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It’s a storyline played out in best-selling books, movies and TV dramas:  the successful family that’s torn apart after the death of the matriarch or patriarch and transition of the business and other assets. This isn’t the stuff of fiction. A succession plan addressing how to take care of your family business—and your relatives who are part of it—is key to a successful, perhaps drama-free, transition.

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Aviva Sapers, President and CEO of Sapers & Wallack answers questions about our August blog ‘Why a Family Succession Plan is Important’.

Many wealthy families consider creating Family Foundations (FF) to secure a legacy of giving and to perpetuate philanthropy as a family value. A common question that arises, is whether a Family Foundation is a more appropriate vehicle for multi-generational giving … Continue reading