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Preserving Personal and Family Wealth

Business succession planning: Cultivating enduring value


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Preserving personal and family wealth, the fourth volume in our Business Succession Planning series, focuses on how owners can address individual, family and business needs in their personal retirement planning.

What's new? Plans you make for your business can have significant and often surprising effects on the plans you make for yourself in retirement.

What should you consider? Think of retirement as a new job — safeguarding and enjoying the rewards you’ve worked hard to accumulate. Professional advisors can provide guidance on estate and gift taxes, life insurance planning and investment portfolio strategy.

In short: Do plans for your business align with your retirement goals?

Take a closer look: "Preserving personal and family wealth"

Learn how to integrate your retirement goals into your overall business strategy in this fourth volume of Deloitte's Business Succession Planning series.

Also read the first three volumes in this series, The need for planning, Establishing a foundation and Developing future leaders.

Stay tuned: Business succession planning

Stay tuned for additional volumes of our Business Succession Planning series. To receive these and other publications of interest to private companies, subscribe here.

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