[\/et_pb_text][et_pb_text admin_label=”Content” _builder_version=”4.18.0″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”]<\/p>\n
For a successful family business transition, you must first visualize what your life will look like after you hand off the company. Imagine, it\u2019s the first Monday of your new life. What are you doing? Who are you with? Where are you? What do you look forward to doing?<\/h2>\nWe believe that envisioning your ideal transition is a four-step process:<\/h3>\n\n- Identifying your values, goals and purpose<\/li>\n
- Determining your mission<\/li>\n
- Deciding how to fulfill your mission<\/li>\n
- Articulating the impact you aim for<\/li>\n<\/ul>\n
Wealth managers Mary Ellen Krueger and Nathan Kublank walk you through the steps on Aspiriant\u2019s blog fathom. Read more\u2026<\/a><\/p>\n[\/et_pb_text][et_pb_button button_url=”https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2022\/05\/Private-Placement-M-Whitepaper.pdf” url_new_window=”on” button_text=”Download the full \u201cPrivate Placement Insurance Products%22 white paper.” button_alignment=”center” disabled_on=”on|on|on” admin_label=”Call to Action Button” _builder_version=”4.17.6″ _module_preset=”default” custom_button=”on” disabled=”on” global_colors_info=”{}”][\/et_pb_button][et_pb_text disabled_on=”off|off|off” admin_label=”Credit” _builder_version=”4.18.0″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/aspiriant.com\/” link_option_url_new_window=”on” border_color_all=”#FFFFFF” border_style_all=”none” global_colors_info=”{}”]<\/p>\n
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About Aspiriant<\/strong>
Aspiriant is one of the country\u2019s most respected independent wealth management firms. Many clients have created successful companies that have a significant impact on society, which has given them financial freedom. Aspiriant provides context and clarity to make informed and intentional decisions. A business plan crafted for their families\u2019 goals and legacies helps inform a very personal process. Unlike niche firms, Aspiriant gives clients access to experts in all areas of wealth management, including financial planning, investing, tax strategy, estate planning and more. Our specialists collaborate to orchestrate every aspect of our clients\u2019 complex financial lives for generations. Learn more about the Aspiriant client experience at aspiriant.com.<\/p>\n[\/et_pb_text][et_pb_divider disabled_on=”on|on|on” _builder_version=”4.16″ _module_preset=”default” disabled=”on” global_colors_info=”{}”][\/et_pb_divider][et_pb_button button_url=”https:\/\/familyenterpriseusa.com\/2022-annual-family-business-survey\/” button_text=”Do You Have 5 Minutes To Help Your Multi-Generational Business?” button_alignment=”center” disabled_on=”on|on|on” admin_label=”Call to Action Button” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” disabled=”on” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”FEUSA Statement” _builder_version=”4.17.6″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/familyenterpriseusa.com\/donate-2\/” global_module=”5910″ global_colors_info=”{}”]<\/p>\n
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- Identifying your values, goals and purpose<\/li>\n
- Determining your mission<\/li>\n
- Deciding how to fulfill your mission<\/li>\n
- Articulating the impact you aim for<\/li>\n<\/ul>\n
Wealth managers Mary Ellen Krueger and Nathan Kublank walk you through the steps on Aspiriant\u2019s blog fathom. Read more\u2026<\/a><\/p>\n
[\/et_pb_text][et_pb_button button_url=”https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2022\/05\/Private-Placement-M-Whitepaper.pdf” url_new_window=”on” button_text=”Download the full \u201cPrivate Placement Insurance Products%22 white paper.” button_alignment=”center” disabled_on=”on|on|on” admin_label=”Call to Action Button” _builder_version=”4.17.6″ _module_preset=”default” custom_button=”on” disabled=”on” global_colors_info=”{}”][\/et_pb_button][et_pb_text disabled_on=”off|off|off” admin_label=”Credit” _builder_version=”4.18.0″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/aspiriant.com\/” link_option_url_new_window=”on” border_color_all=”#FFFFFF” border_style_all=”none” global_colors_info=”{}”]<\/p>\n
<\/p>\nAbout Aspiriant<\/strong>
Aspiriant is one of the country\u2019s most respected independent wealth management firms. Many clients have created successful companies that have a significant impact on society, which has given them financial freedom. Aspiriant provides context and clarity to make informed and intentional decisions. A business plan crafted for their families\u2019 goals and legacies helps inform a very personal process. Unlike niche firms, Aspiriant gives clients access to experts in all areas of wealth management, including financial planning, investing, tax strategy, estate planning and more. Our specialists collaborate to orchestrate every aspect of our clients\u2019 complex financial lives for generations. Learn more about the Aspiriant client experience at aspiriant.com.<\/p>\n[\/et_pb_text][et_pb_divider disabled_on=”on|on|on” _builder_version=”4.16″ _module_preset=”default” disabled=”on” global_colors_info=”{}”][\/et_pb_divider][et_pb_button button_url=”https:\/\/familyenterpriseusa.com\/2022-annual-family-business-survey\/” button_text=”Do You Have 5 Minutes To Help Your Multi-Generational Business?” button_alignment=”center” disabled_on=”on|on|on” admin_label=”Call to Action Button” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” disabled=”on” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”FEUSA Statement” _builder_version=”4.17.6″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/familyenterpriseusa.com\/donate-2\/” global_module=”5910″ global_colors_info=”{}”]<\/p>\n
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