Legal Podcast | September 29, 2021

THE BUSINESS OF SUCCESSION IN CONVERSATION – PODCAST 2: FAMILY BUSINESS DISPOSALS AND SUCCESSION PLANNING – Part 2 – Generational trends and wider succession planning considerations – the next phase

Matt Braithwaite, Partner in our Private Client team along with Kevin O’Shea, an Executive Director and Wealth Planner at Julius Baer, continue their discussion around family business disposals and succession planning.  In this episode they consider whether different generations of business owners view their wealth in different ways – a business exits is not the only or most appropriate option.  Also, for family business owners who have exited what does the next phase typically look like.

Listen via : iTunes  |  Stitcher