Through the Wealth Lens

Succession Planning for Family Businesses


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Hannes is joined by tax attorney and partner at Grant, Herrmann, Schwartz & Klinger LLP, Megan Campos, to discuss how a well-designed succession plan can reduce the risk that occurs when a family business is transferred from one generation to the next—and how to facilitate a transfer that leaves everyone in the family satisfied.
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Through the Wealth LensBy UBS advisor podcasts