A conversation with Ashley Velategui, Head of Wealth Strategies, Bernstein Private Wealth Mangement.
Q: Why is wealth and liquidity planning different for family business owners than for other affluent families?
A: For many business owners, their company isn’t just an investment. It’s their primary source of wealth, income, and often a significant part of their identity. That creates a level of complexity most affluent families don’t face. Decisions involving the business can directly affect family wealth, estate planning, retirement, and even family dynamics . . .
Read the full conversation here.
Author
- Ashley Velategui, CFA
- SVP/National Director, Planning Research—Wealth Strategies Group