TechCNBC2 days ago
Wealthy families urged to plan succession early
1 min read
Wealth advisors urge families to discuss succession before cognitive decline triggers crises. Legal safeguards like mandatory retirement ages help, but regular family talks and gradual transitions matter most. Experts from Rockefeller Capital Management, J.P. Morgan, Merrill, and Glenmede offer four tips for handing over control smoothly.
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