The Estate Plan Review and Mapping Entities When Developing a Family Office Baseline

Posted by Dr. Kirby Rosplock on 9 September 2014

In this week’s blog post, I discuss the estate plan review and mapping and summarizing legal entities when assessing the family office baseline. This information will be used to explore and determine the practical needs of a family when considering a family office structure.

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Viewing entries tagged with 'succession planning'