Sentences with phrase «business succession risks»

For these reasons, Life and disability insurance policies are the perfect vehicles to fund buy - sell agreement and to cover business succession risks.

Not exact matches

The Board benefits from the valuable corporate governance and board leadership experience and expertise that Mr. Hernandez has acquired, including as chairman of Nordstrom, particularly in areas such as business strategy, risk assessment and succession planning.

Wealth Strategy consists of Family Wealth Transfer, Retirement Planning, Family Governance & Education, Risk Management, Strategic Philanthropy, Family & Business Continuity and Succession, Corporate Executives and Modern Family.

Prior to joining the FAA, he served as Managing Associate General Counsel of Freddie Mac, where he managed the employment law function and provided advice and counsel in support of a broad range of strategic business initiatives pertaining to regulatory compliance, systemic risk mitigation, workforce restructuring, compensation, diversity, succession planning and employee retention.

Many law firms are also dealing (or not dealing) with succession issues and are at risk of losing clients and business they've had for years due to their partners» refusal to properly transition work within the firm.

Our programs for business owners minimize tax, mitigate risks, include innovative succession plans and ultimately help you keep more of your hard - earned money.

Rose advises on international succession planning for UHNW business families, the creation and structuring of trusts, family governance, asset protection, risk analysis and defensive structuring.

Primary areas of expertise include term life insurance, universal life insurance, in - force policy review, insuring tough health risk, business life insurance including key man insurance, business succession planning, disability income insurance and estate planning.

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