Transitioning from an Embedded Family Office to a Family Enterprise
Update: 2025-01-21
Description
In this conversation, Brian Adams and John Zimmerman delve into the complexities of shifting from a family business to a family financial enterprise. They discuss the importance of planning for liquidity events, the emotional aspects of selling a business, and the need for governance and distribution policies. John shares insights from successful family transitions and emphasizes the significance of holistic wealth management approaches that go beyond mere investment returns.
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