Two high demanded services for high-net-worth families are mergers and acquisitions as many families are selling their business and transferring wealth to the next generation, and how to take advantage of philanthropic opportunities.
Our expert, Christine Schmidt, Managing Director of the Trust Point Family Office, was featured on the Poised for Exit Podcast on April 4th, 2023, focusing on the importance of long-term and short-term considerations in order to strategize for a successful transition of your business and wealth. Listen to the podcast to hear how a Family Office can assist families with financial decisions across generations.
