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

Policy and Taxation Group is the leading information, education and advocacy organization working for the reduction and ultimate elimination of estate, gift, and generation skipping transfer taxes, and other taxes that punish hard work and success. Our Mission is to challenge hostile tax policies that meaningfully and measurably impact families and limit the ability of family businesses to remain family owned. We work with Congress in Washington DC against high Income Tax Rates, possible elimination of Valuation Discounts, increase in Capital Gains Tax, enactment of a Wealth Tax, and the continued burden of the Estate Tax (death tax), and the possible elimination of Step up in Basis.

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The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill.  Those issues include Step Up in Basis, gift tax, Valuation Discounts, Capital Gains Tax, Income Tax Rates, Wealth Tax, & Estate Tax (death tax).

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