Three Numbers You Need to Know
The percentage of families who will successfully transition their enterprises to the third generation.
The percentage of a family’s interests in their own company that will be owned by trusts by the third generation.
The number of beneficiaries of these trusts that see the trust as a burden, not a good thing.
We’re here to help you beat these odds.
Beating the odds means untangling the role of trusts as owners of a family’s enterprise. Using our unique advisory process, we help you turn trusts from confusing problems into supportive owners of your business.
We help you and your trusts succeed – together.
Click below to put our Self-Governing Beneficiary™ Program to work for you.
or call us on +513 205 8946