At some point, though, every family hits a snag. Maybe it’s a disagreement over the future direction of the business, or maybe it’s just that old family dynamics rear their heads when the stakes are high. This is where an independent Family Adviser becomes worth their weight in gold.

For the business owner who has sold their enterprise, life can suddenly feel like uncharted territory. After years—perhaps decades—of...

Are families actually prepared for the transition of their family wealth to the next generation? Many families think they are ready but inst