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Discover why 50/50 business partnerships often fail and how to protect your company, profits, and relationships from the equal equity trap.
And How to Avoid a Financial Nightmare How “Saving” on Legal Fees Cost One Buyer His Dream . . . and Nearly Bankrupted Him Two years ago, “David” thought he’d
Private equity executives face a unique challenge in estate planning: complexity without clarity. Your wealth isn’t held in simple bank accounts—it’s tied up in carried interest, fund agreements, deferred compensation, co-investments, and bespoke liquidity events. Yet most estate plans treat it like a W-2 income and a 401(k). The result? Families left with inaccessible assets, massive tax bills, and no roadmap for managing what you leave behind.
Proper plans for the future include preparing for unexpected, but also preparing and planning for your business for your exit. Smart business strategy for today’s business decisions, growth, and development processes starts by considering your legacy and business after you leave.
