The question for any family of wealth is not whether conflict and complexity will arrive. They will. The question is whether the structure exists to absorb them and whether the family has built that structure before it needs it.
Private business owners who hold the majority of their wealth in one company are different from other investors. They face unique challenges when making investment decisions, including the fundamental question of whether to retain a concentrated position in their business. In this paper, we share some key questions business owners can ask themselves to help arrive at answers best suited to their own unique needs.