
Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors with Michael Kramer
Financial Advisor Success
Innovating Ownership: The Perpetual Purpose Trust
This chapter examines the evolution of ownership and governance within a financial advisory firm, highlighting the challenges of succession and equity among partners. It introduces the concept of a Perpetual Purpose Trust as a novel solution to democratize power and facilitate leadership transitions without incurring debt. The discussion emphasizes the importance of equitable ownership structures and innovative governance models to ensure long-term sustainability and inclusivity.
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