Most family offices sit within layered structures that include holding companies, operating entities, special purpose vehicles, trusts and foundations. Family offices in the process of succession ...

Carson Group’s 2024 acquisition of Taylor Financial, which at the time managed $385 million in assets, might not have been its largest deal, but the specialized tax planning capabilities that the ...

Few advisors have a formalized succession plan in place. But when advisors finally do commit to planning their exit, experts say the difference between a stalled exercise and a successful transition ...

Research on corporate lifecycles shows that organizations clinging to founder-centric decision-making often plateau or decline after year 15, regardless of industry. It may sound mysterious, but there ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Many of the strategies used in estate planning are integral ...

Forbes contributors publish independent expert analyses and insights. Vibhas Ratanjee studies leadership and culture at Gallup Succession planning, baton pass or relay responsibility, authority to ...

Comerica Bank hosted a dinner discussion on Succession Planning at Steak 48 in Charlotte. Participating companies included Broad River Retail, Carolina Handling, FSIofffice, Lincoln Harris, Weisiger ...

A Chinese mobile gaming magnate has sparked debate after floating a startling idea for handing off his company. Xu Bo, the founder of one of China’s largest mobile gaming firms, said he wants “50 high ...

I started my first business in high school. I had worked on it through college, and I had so much of myself invested in this company that it was pretty much the core of my identity at the time. So, ...