By Mary Ellen Krueger and Nathan Kublank, Aspiriant directors in wealth management and partners
For a successful family business transition, you must first visualize what your life will look like after you hand off the company. Imagine, it’s the first Monday of your new life. What are you doing? Who are you with? Where are you? What do you look forward to doing?
We believe that envisioning your ideal transition is a four-step process:
- Identifying your values, goals and purpose
- Determining your mission
- Deciding how to fulfill your mission
- Articulating the impact you aim for
Wealth managers Mary Ellen Krueger and Nathan Kublank walk you through the steps on Aspiriant’s blog fathom. Read more…
About Aspiriant
Aspiriant is one of the country’s most respected independent wealth management firms. Many clients have created successful companies that have a significant impact on society, which has given them financial freedom. Aspiriant provides context and clarity to make informed and intentional decisions. A business plan crafted for their families’ goals and legacies helps inform a very personal process. Unlike niche firms, Aspiriant gives clients access to experts in all areas of wealth management, including financial planning, investing, tax strategy, estate planning and more. Our specialists collaborate to orchestrate every aspect of our clients’ complex financial lives for generations. Learn more about the Aspiriant client experience at aspiriant.com.
Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them.
Since 1995, Policy and Taxation Group has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.
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