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.

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  • From the birth of a child to college, marriage, and retirement, a successful investment path leads to the good life.

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