Hubler For Business Families
  • Home
  • About
    • Tom Hubler
    • News & Press
  • Services
    • Succession Planning
    • Ownership Planning
    • Management and Leadership Planning
    • Business Planning
    • Family Planning
    • Family Renewal Retreat
  • Speaking
  • Book
  • Resources
    • Free Assessment
    • Case Studies
    • Vision for Success
    • Blog
  • Contact
  • Home
  • About
    • Tom Hubler
    • News & Press
  • Services
    • Succession Planning
    • Ownership Planning
    • Management and Leadership Planning
    • Business Planning
    • Family Planning
    • Family Renewal Retreat
  • Speaking
  • Book
  • Resources
    • Free Assessment
    • Case Studies
    • Vision for Success
    • Blog
  • Contact

Attuned to the Importance of Wealth Preservation/Preparation

6/20/2016

0 Comments

 
Wealth preservation is important for your family-owned business because it impacts both the family and the business. Protecting economic security benefits both the business and personal relationships. For family businesses, particularly those preparing for a transition in management, wealth preservation is a top priority. 

If you're in the senior generation in a family-owned business, health concerns, family harmony and economic security are top concerns. Because the business is often your primary asset, wealth preservation is crucial. We can help you achieve it through an ownership transition plan designed to guarantee economic security. Wealth preservation plans take into account the multiple opportunities to save the owner/entrepreneur tax dollars. 

HUBLER FOR BUSINESS FAMILIES AND WEALTH PRESERVATION. 

We can help you create a transition plan that relieves your concerns. Money is one of the three most difficult topics of discussion. The emotional conflicts money creates for families and family-owned businesses are well documented. Professional financial strategies combined with thoughtful family discussions, can prevent your family relationships from eroding due to money. 

WEALTH PRESERVATION AND WEALTH PREPARATION PLANNING: TOOLS FOR PROTECTING ASSETS AND RELATIONSHIPS. 
Many family businesses prepare for the future through wealth preservation, a tool consisting of wills, tax preparation, trusts, and investments. Specialists in these areas work in concert with you, your family members and your advisors to successfully protect your assets. 

Just as important as wealth preservation is Wealth Preparation Planning. Its purpose is to prepare family members for the responsibility and emotional impact of wealth. 

A two-part process, Wealth Preparation Planning begins with an examination of family heritage.
  • History and ancestry
  • Visions and values
  • Family stories, traditions and wealth values.
The second part of Wealth Preparation Planning explores and identifies:
  • Values
  • Self loving
  • Caring
  • Life meaning
  • Generativity
  • Fulfillment
  • Sense of purpose
INTRODUCING WEALTH CARE MANAGEMENTsm

Wealth Care Managementsm is our proprietary approach to joining the financial considerations of Wealth Preservation Planning with the emotional considerations of Wealth Preparation Planning. Wealth Care Management is the greatest assurance that can be taken for preserving wealth through succeeding generations. 

You've worked too hard to let the family fortune slip through your fingers. We can help you with wealth preservation for today and generations to come with our exclusive Wealth Care Management. Contact us today by Email, call us at 612.375.0640, or fill out our contact form.
If you enjoyed this article please consider leaving a comment below, sharing it and/or subscribing to have future articles delivered to your RSS feed reader.
0 Comments



Leave a Reply.

    Most read blogs

    Categories

    All
    Business Planning
    Case Studies
    Family Planning
    Featured In
    Management And Leadership
    Most Read Articles
    Ownership Planning
    Succession Planning
    Twin Cities Business

    RSS Feed

    FREE Resources

    Family Renewal Retreat™

    SCHEDULE YOUR FREE ORIENTATION MEETING.

    Take this risk-free first step in ensuring the continued success of your family business now. There is no charge for the orientation meeting other than out-of-pocket expenses for travel. 

    TOM HUBLER WILL GIVE YOU A FREE ORIENTATION.

    Does your family business need help with succession planning, conflict resolution, management or other issues? If so, we'll arrange a one-on-one orientation meeting with you and Tom Hubler to help you explore the possibilities of working with us. If you choose, your family and business associates can also attend. Here, in a relaxed environment, you can talk about:
    • Key family business issues
    • Plans necessary for the success of your family-owned business
    • Possibilities and expectations
    • Terms of the relationship

About

Hubler for Business Families helps family businesses manage the boundary between their business/financial concerns and family relationships.

LEARN MORE

Services

Succession Planning
​Management and Leadership Planning
Ownership Planning
Business Planning
Family Planning
Family Renewal Retreat
Speaking

Platinum Group

​​Hubler for Business Families and Platinum Group are merging to meet the unique challenges of family owned businesses.

​LEARN MORE

Resources

Picture
Case Studies
​Vision for Success
​Other Resources
Site Map
​The Soul of Family Business

SHOP The Soul Of Family Businesses
Free Assessment
​© COPYRIGHT HUBLER FOR BUSINESS FAMILIES 2022. ALL RIGHTS RESERVED.
​
WEBSITE DESIGNED BY: SKOL MARKETING