Many highly successful entrepreneurs are so thoroughly involved in building and running a business that they have little time to think about long-term multigenerational planning or their own legacy. Harris myCFO can help busy entrepreneurs address these needs in a variety of ways, including:
- Working with outside attorneys to set up trust structures to tax-efficiently transfer some of their wealth to their children
- Developing an integrated investment and tax-planning strategy to address the increasing complexity of the growing estate
- Facilitating the establishment of a family foundation or donor-advised fund to help meet philanthropic goals
- Working closely with next-generation members in both an educational and financial management capacity as the wealth in their trusts grows
