Wealth Strategy Insights
Family Matters: Keeping the Family in Family Business
Family businesses can be a source of tremendous satisfaction and wealth—but also of pain and strife. How do you plan for transferring a business to the next generation? What’s equitable among children? Are you taking the steps you need to now to avoid unintended consequences for you or your heirs?
This installment of Family Matters is essential reading for anyone who has built a business—and wants to ensure a smooth transition while preserving value and maintaining family harmony.
We created the Family Matters insight series to spark ideas and spur conversation among family members on a wide range of important financial topics. They’re purposely written as a primer for more in-depth discussions with your Calamos Wealth Management advisor on how the matters presented will apply to you and your family’s unique situation. We hope you find that the multi-generational lens by which topics are revealed promote pass-along readership to multiple family members. Your Calamos Wealth Management advisor is available to all members of your family to provide guidance on matters you care about most.