For many families and individuals, the most challenging step in
developing an effective succession plan is getting started.
While no two situations are alike, the first step in creating a
succession plan is determining your objectives. Doing so will enable
you and your team of advisors to collaborate and craft a plan tailored
to meet your specific goals. For many clients, the next step in
the succession planning process is identifying your assets.
Once you’ve completed these steps, we encourage you to use
available succession planning resources – including those
published by The Succession Group – when working with your
The links below offer detailed information that will be helpful
as you get started.
A Team Of Advisors