A leader’s openness to exploring a future for themselves represents a crucial turning point in beginning the transition journey. We lay out several steps owners can take to begin on the path of a successful transition.
We speak with Christine Atkins and Jackie Kutzer, the women leading the 50/50 On the Water initiative at Orvis, to learn more about the initiative, which aims to introduce more women to the sport of fly fishing and to create gender equity on the water.
Wealth Planner Anne Warren discusses grantor retained annuity trusts (GRATs) and sales to grantor trusts as planning techniques for owners of businesses that are expected to increase in value significantly over the short-term.
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