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Set 3. Ownership Transition
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Client G
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Issue:
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Founder concerned about adequate personal wealth if stock was gifted to children. |
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Resolution:
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Assisted in an evaluation of personal assets outside of business and long term financial needs of founder. |
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Client H
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Issue:
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Founder and spouse working to treat all children equally by willing all equal shares of business, but not all employed in business. |
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Resolution:
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Helped family realize that "equal division" may not be "fair" and that "fair" may not be "equal division." |
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Client I
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Issue:
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Second generation concerned that the third generation members had various levels of interest in business and different financial needs. |
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Resolution:
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Provided guidelines for restructuring of business model to allow for more independent decisions by third generation when they inherit business. |
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