Succession Planning for Families

FAQs

  • What are the benefits of planning for succession?

  • When should we broach the topic of succession with our family?

  • What mechanisms can we put in place to support generational transitions in our family foundation?

  • How long does succession planning take?

  • How can we keep family members involved in the foundation, even after they have stepped off the board?

  • Who can we turn to for help with succession planning?

  • What questions can we discuss to help us prepare for succession?

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