Looking to build a lasting legacy and pass your advisory practice to the next generation?
Our founder and CEO, Mark Pearson, shares valuable advice: “Engaging your children in the firm as early as possible allows you to mentor and assess their progress.” And while Mark has no plans to retire any time soon, he emphasizes that a successful succession strategy starts with thoughtful tax and estate planning to ensure you achieve your family’s financial goals.
Read more from Mark on succession planning via Gregg Greenberg for Investment News: