Transition Your Wealth

After years of working hard to build and maintain your wealth, it may be time to consider the next step.

You may want to explore giving a substantial amount to meet your philanthropic goals, or make the most of the wealth you pass on to future generations. If you own a business, it might be time to prepare for an eventual sale or transfer.

Align transition planning with your goals

Smart strategies for transitioning your wealth can help you:

  • Determine the current value of your assets
  • Identify tax-efficient options to transfer wealth and property
  • Ensure that your wishes are carried out for future generations
  • Direct and document how you would like assets divided among your beneficiaries
Business transition planning

Ideally, you will begin preparing for the sale or transfer of your business three to five years before you plan to hand over the keys. This gives you time to make improvements, determine the value of your business, and explore transition options.

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