Family Office Advisory group is seeking to form a relationship with a writer to help on an ongoing basis to support writing efforts highlighting a broad array of topics including:
- Business Succession – Exit planning : options, taxes, strategies
- Multi-Generational wealth planning – getting the kids involved
- Advisory team management – the benefits of getting your team to communicate
- The use of technology in planning
- Charitable Planning – options, tax benefits and educating the kids
- Business Valuations
These are just a short list to provide a flavor of the topics. Our firm serves mostly business owners in transition with income ranging from $1 to $5M and net worth from $25M to $100M. We work with families before, during and after the transition with a core focus on planning and team management. Most of the families we serve are too small in investable assets to attract the attention of a true family office or to build one of their own.
We are looking to develop a relationship with a writer who can help with this project on a monthly basis. The rate is negotiable.
Interested writers could emailRwermuth@legacy-online.com for additional information.
