Episode 13: Family Succession Planning: How It Works, Why It's (very) Important

Joining us today is Matthew Carter who is an Investment Strategist in our UBS Chief investment Office formulating research for business owners, executives and entrepreneurs. Matthew gives insight on different aspects of succession planning, the three part process of family succession, and what entrepreneurs need to consider during a liquidity event. This dynamic discussion will offer solutions tailored to business owners as they prepare for life after the sale.