Category: family-owned business

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... Read More
at Tuesday, October 15, 2019
Share |