• ‘Stress Test’ Your Family Business and Wealth Transition Plan

  • Mar 27 2024
  • Length: 25 mins
  • Podcast

‘Stress Test’ Your Family Business and Wealth Transition Plan

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  • Summary

  • Host Pat Soldano, President of Family Enterprise USA, talks with Sean Alyward, Managing Director of EY’s Family Business Services, an expert in “stress testing” complex family business and wealth transition plans that are important to America’s multi-generational family businesses. Soldano and Alyward review tools that cover governance communication, asset allocation, privacy, liquidity, and compliance and reporting. The discussion details top concerns and solutions for making sure family transition plans are updated.

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