In this two part interview with Dennis Jaffe, Ken McCracken, Daniel Trimarchi and Stacy Allred we explore the topics covered in the white paper that they have co-authored.
The collaboration is an example of the work being undertaken via the Ultra High Net Worth Institute (www.uhnwinstitute.org).
The white paper covers three key elements of transition planning
1 – Rethink
2 – Rebalance
3 – Re-invent
Through this discussion we explore each of these areas and gain insights from the guests on some of the key areas of this ever present topic within family business and family enterprise.