Wealth transfer planning that centers on the family

A Different Model for Wealth Transfer Planning

To read an article, simply click on the article title or on the webpage icon next to it.
To download an article, click on the Adobe Acrobat icon or Microsoft Word icon next to the article title.

			A Different Model for Wealth Transfer Planning: Family Businesses
			Business Succession Planning for Family Businesses Part I: Planning for the Next Generation of Leadership
			Business Succession Planning for Family Businesses Part II: Family Member Interviews
			Business Succession Planning for Family Businesses Part III: Developing the New Wealth Transfer Plan
			Business Succession Planning for Family Businesses Part IV: The Family Retreat
			Karl Bareither biography

Excerpts from: Planning a Family & Business Legacy Learn More
	Family Business or Family Feud?
	Developing the Family and Business Renewal Process
	Why Business Planning Often Fails
	The Entrepreneur and the Family
	Renewing the Family and the Family Business
	The Business Planning Process
	Keeping it in the Family
	Losing Control
	It's a Family Affair

Click on a link to open a publication, or right-click and select "Save Target As..."/"Save Link As" to save a publication. To view the PDFs, you may need the free Adobe Acrobat Reader, which you can get here.