Family Business, Private Wealth

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  • Living trust

    Control and certainty about asset transfers to family members, charities and others make a trust an attractive option for family businesses.

  • Checking account

    Higher tax burdens have many wealthier-than-ever Americans taking a greater interest in charitable-giving vehicles that offer tax relief.

  • Family business owners with complex familial and financial concerns can vet potential advisors by asking the right questions.

  • Only 30 percent of family businesses successfully pass to the next generation, but financial advisors can help owners turn the odds around.

  • Consumers who use a financial advisor as their intermediary can avoid the most common estate-planning and last will and testament errors.

Latest Special Reports

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    In an era of rapid technological advances and demographic change, how do legacy companies adapt, innovate and evolve? CNBC Evolve features iconic global companies and executives who are embracing change and transforming for the future.

  • Cutting across various industries and the public sector, CNBC's Technology Executive Council offers insight on pressing issues facing tech.

  • Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.