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Five Critical Mistakes of Successful Family Businesses
Manage episode 384146825 series 3317149
Вміст надано Bob Bedritis. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Bob Bedritis або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Running a successful family business takes a tremendous amount of both working hard and working smart, as well as and navigating family dynamics along the way.
On the latest episode of Lessons by the Lake, we’re going to examine some of the key mistakes that too many successful family businesses make and how to best avoid them.
Timecodes:
0:06 - Introduction and overview on the topic of the day
2:12 - The need for wealth planning when a family business is on the table
4:06 - How a family can tell if a given wealth manager would be right for them
6:15 - Overanalyzing tax reduction or tax mitigation strategies
8:31 - Maintaining family harmony is pivotal to a family's success
14:13 - Being secretive about your wealth
15:32 - Failing to keep accurate and up-to-date financial planning efforts
17:42 - What families should do if they have an outdated wealth plan
21:40 - Selling your family business does not mean failure
24:40 - How to get in touch with Bob and his team
27:11 - Closing remarks
Connect with Bob Bedritis:
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