Succession Planning for Business Owners
Business owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business.
What is Fee Based Investing?
Fee based investing is essentially a style of investment management which charges either a monthly or quarterly fee for the service, rather than a series of charges each time an investment transaction is made. The fee covers a range of services, from initial advice on suitable investments, to portfolio rebalancing and continuous investment opportunity monitoring.
Estate Planning for Business Owners
Writing an estate plan is important if you own personal assets but is all the more crucial if you also own your own business. This is due to the additional business complexities that need to be addressed, including tax issues, business succession and how to handle bigger and more complex estates.