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Preparing to Launch – Teaching financial skills to the next generation.
01/04/2022A client family’s adult daughter, a talented artist, was looking for a way to make a career out of her art. With no experience in building or managing a business, she turned to her team at Ballentine Partners in order to learn some of the skills she would need to be successful. Please see disclosures at the end of this brief.
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Passing the Baton – Encouraging family entrepreneurship
10/14/2019Our client, the owner of a highly-successful business, wanted to pass the business on to his adult children. All of the children were involved in the business in various capacities. He hoped the business would continue to be family-owned and family-managed. He believed that was the best way to preserve the company’s unique values and corporate culture. Please see disclosures at the end of this brief.
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