Succession planning

When Great CEOs Exit: Maximizing Value & Knowing When to Step Down

Welcome to ImpactWealth.org! The journey to becoming a CEO is not merely a climb up the corporate ladder but a…

5 months ago

Buffett Drops Bombshells: AI Fears, Successor Hints & Possible Big Bet at BRK Meeting!

Berkshire Hathaway's annual meeting highlights: Berkshire Hathaway’s much-anticipated annual meeting unfolded this weekend, with Warren Buffett, the company's Chairman and…

6 months ago

Important Questions Next Gen Heirs Need to Address for a Living Trust

Important Questions Next Gen Heirs Need to Address for a Living Trust: For many family businesses, the concept of business…

2 years ago

The Art of Mentoring the Next Gen and Succession Planning

In UHNW families and family offices, priorities certainly include wealth preservation and enhancement by growing their businesses and investing in…

3 years ago

Succession Planning Lesson from President George Washington

As chief mentor of next-gen leaders, and strategic advisor to the leading gen, I am in awe of the incredible…

4 years ago