Our family business spans two countries and three generations, and we're paralyzed trying to create a succession plan because the younger generation thinks about wealth, work, and retirement completely differently than the founders, while tax implications vary wildly between jurisdictions.
More people experience this than they realize.
A family must reconcile generational and cultural differences about wealth and work while managing complex legal and financial frameworks across multiple systems.
“Where Are You with Retirement planning across cultures?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.