Strategic Succession: Bridging Governance and Legacy
Strategic Planning for Illiquid and Unique Assets
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Show notes
Some of the hardest succession problems are not caused by people.
They are caused by the assets themselves.
This episode explores why family businesses, real estate, collections, and other illiquid or unique assets require a different level of planning. These assets may represent significant wealth, but they are often difficult to value, divide, transfer, or manage across generations. We examine why standard estate planning approaches often fall short, and why strategic design is essential when the assets themselves create complexity.
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