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Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead. | Pat Soldano, family office services provides investment management, bill paying, family office wealth management, estate planning, trust administration, foundation and philanthropy administration, tax planning, tax preparation and other family office services

Register Now for the February 14 Webcast:

Starting at 10:00 AM Pacific Time

 

“Love Is In The Air Now; Protect Your Family Business Later”

 

On Valentine’s Day, we focus on those we love by buying chocolates and flowers, making dinner reservations, visiting Hallmark, or planning a romantic trip. The thought that things may not work out with the love of your life may have never crossed your mind… but, especially for business owners, it should. Relationships, whether personal or business, require work. Many business owners feel just as married to their businesses as they do to their spouses and devote time, energy, and effort to nurturing both relationships. No one enters a marriage contemplating divorce, just as no one starts a business expecting failure, but failing to plan for such events may have grave repercussions for a family business owner. During this webcast, we will focus on some critical steps for business owners to take in planning for their marriages to ensure that if the personal relationship ends, the business is spared from involvement.

Why Attend?
With statistics showing that at least half of all marriages end in divorce, married family business owners need to engage in appropriate planning to ensure that, in the unfortunate event that a divorce occurs, the family business remains intact.

Who Should Attend?
All business owners, whether currently married, engaged or single.

Areas of Interest
Critical legal planning for marriages for business owners to ensure the business does not get entangled in a divorce.

About Homrich Berg
One of the 50 largest registered investment adviser (RIA) firms in the country based on assets under management, HB was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 48 states from our home base in metro Atlanta and now have 43 principals and more than 180 employees.

We have kept our core values constant and kept our focus on our clients even as we have continued to be a pioneer in using technology and expertise to find new ways to provide great service to our clients. A key part of our success is attracting great people who enjoy our culture and our approach. We have received many awards over the years, but we are most proud of our 98%+ client retention rate*. Community is important to HB, as we give our time and resources to help make a difference. To learn more about HB, visit https://homrichberg.com .

*Client retention rate

We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…

As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a member.

The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Family Enterprise USA is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC include high income tax rates , possible elimination of valuation discounts, increase in capital gains tax , enactment of a wealth tax , and the continued burden of the gift tax , estate tax and generation skipping tax .


Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC.  Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization. Family foundations can donate.


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Family Enterprise USA is the organization that represents all family businesses on a national level in DC; it is not unique to any industry. Family Enterprise USA is different from other organizations because it represents and advocates for the families of family businesses and the issues, they face running their businesses every day. Our sole mission and purpose is to promote family businesses and their job growth in America. We also support the work of Family Business Centers across the country. We hope your family will choose to be a member of Family Enterprise USA.