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OBA Disclosure Form Keystone Capital    Yorkcast Com

OBA Disclosure Form Keystone Capital Yorkcast Com

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[Music] first of all it is vital to establish the vision and define the purpose of the well succession right from the start what are the family's future plans and its wealth what upcoming opportunities if any that the family have the second most important thing is to start the conversation early what givers tend to put off succession planning the discussion should reflect the family story shared values and inspirations and be conducted with mutual respect between the wealth givers and their receivers both what givers and receivers need to understand and agree on what they want to achieve from the discussions around succession planning before they can go into the financial aspects of the discussion thirdly inheriting wealth should never be taken from granted the transition of a family business and/or wealth from one generation to the next works best by mutual agreement the next generation will need to build a track record to demonstrate that the family assets will be in safe han

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