Succession planning for family businesses isn’t one-size-fits-all. Understanding the different roles family members can play as owners—whether as operators, stewards, or passive investors—is key to creating a plan that balances family harmony with tax efficiency. Learn how defining ownership roles and implementing governance structures can secure your business’s legacy for future generations.

Protect your family business with smart estate planning. Learn how intestate rules impact private corporations and why proactive planning ensures your legacy stays intact.