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Memphis Business Journal
Table of Experts
family-owned business
Category: Table of Experts
Tuesday
,
October
15
,
2019
MBJ Table of Experts: A Conversation on Family-Owned Businesses
Joanna Crangle/MBJ : Based on experience in your industries, how do the needs of family-owned businesses differ from your traditional business clients? Jay Healy : The net worth of a family that owns a business is often high but concentrated. That means that they need a different set of planning strategies than non-business owners who are generally saving for retirement and getting traditional financial planning advice. We often say to business owners: You may have $1 million in...
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Tuesday
,
October
15
,
2019
Table of Experts
News
family-owned business
Commentary
Memphis Business Journal
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