For many owners, the business is both their life’s work and their family’s most significant asset. Yet too often, succession planning is deferred until a health scare, an unsolicited offer, or a key ...

Timing plays a critical role in legacy planning. Most restructuring exercises involve costs, whether income tax, stamp duty, or a combination of both, and delaying these decisions only increases the ...

A fewer than 50% of Indian business-owning families have a formally documented succession plan in place, according to insights from Entrust Family Office, a multi-family office advising several of ...

Early planning and clear communication help farms transition successfully to the next generation of family leaders.

WealthChoice's Bridge Venus Grimes urges colleagues to prioritize succession planning as only 6% have documented plans despite looming retirements ...

The New Year can be an opportunity to reset. For owner-managed businesses in Northern Ireland taking control of tax and ...

Top-level leaders who took charge at Pittsburgh companies and nonprofits in 2025 and early 2026 discuss their strategies for ...

Growing a 57-year-old franchise brand means planning is essential. For Shannon Iverson, vice president of development at Taco ...

Business entity choice determines whether heirs get stepped-up basis on farm assets or just ownership shares upon death.

Ryder CEO Robert Sanchez will retire March 31, and President and COO John Diez will assume the role. Plus, Epic Insurance ...