“Luck is what happens when
preparation meets opportunity”
– Richard Branson
– Richard Branson
A family-owned business can oftentimes be a complex asset to manage. The interdependencies of wealth, business operations and family ties bring with it a variety of complex issues to address. The family business is a living, breathing organism which requires planning, ongoing commitment and consistent communication.
The succession plan for a family-owned business requires diligent planning, years of preparation and the input of all stakeholders. These issues all revolve around the very basic question to address, which is:
“To keep or sell?”
The legacy of your business and wealth can easily be diluted from a lack of planning to address liquidity requirements and tax obligations as they arise upon a significant transition event. We can address the planning issues which often arise with your family business.
“Thank you for your help, I don't think I would've gotten this far without you.
Client
“It is a pleasure working with partners like you, I look forward to many more opportunities to benefit from your expertise.
Investment Advisor
“Tony, the presentation was received incredibly well. You had the business owners engaged and intrigued, the feedback was that the event was probably one of the very best.
Regional Wealth VP
“What truly impressed me about Tony was his ability to switch gears based on where the business owner needed more immediate attention, with his vast knowledge on succession planning he has a great ability to connect with my sophisticated business owner clients.
Investment Advisor
“I found Tony to be a polished professional and experienced subject matter expert.
Client
Founded to create and maintain relationship-based advice to address the estate, insurance and succession planning needs of your family-owned business
400 Applewood Crescent
Suite 100
Vaughan, ON L4K 0C3
Canada
W: 905-482-8090
info@amswealth.ca
www.amswealth.ca
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