VIDEO
Managing Risk, Protecting Wealth
You’ve worked your whole life to build your business, and now you need to protect and preserve that wealth. Learn about the 3 documents needed in place in order to eliminate stress, litigation and family conflict in today’s video.
You may also like…
BLOG | OWNER FINANCIAL GAP
It’s The Simple Math That Doesn’t Get Done
Family business owners are passionate about what they do. They’re working to carry on a business that family built – by their parents, grandparents, sometimes even great-grandparents and beyond. These owners are so busy providing for their employees, communities, and the next generation that they often ignore their own financial future. Boiling it down to its true essence, business is a means to building wealth. And what are we supposed to do with that wealth?
Read More
CLIENT STORIES
Ensuring the business scales for the next generation
The business was doing well, but all major leadership roles were held by owners, with no active plan to groom their replacements. Learn how Compass Point helped them create the best governance plan for all generations.
Read More
Where Family Businesses Come to Grow & Learn
At Compass Point, we make it easy to get insights, training, tools, and articles straight to your inbox and help family business owners and their team continue to grow, learn, and lead.