Protecting the economic engine of your family: Wealth management

As family businesses grow, so does family wealth. Eventually, that capital will transition from being a byproduct of your business into a business all its own.

The most crucial step in being a good steward of that money is picking the right wealth management company to assist in protecting, managing and growing those assets. Here are some points to consider as you embark on finding an advisory firm that will suit your specific needs.

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About the Author(s)

Chris Yount

Chris Yount led his third-generation family business to new heights before selling the company in 2018. He now serves as a board adviser, professor and author


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