Business Considerations
Charitable giving. Business succession. Impending tax law changes. Growing wealth with intention. Cultivating a meaningful legacy requires a systematic and individualized approach. This year’s Cleveland Wealth Management section, produced by Crain’s Content Studio, features timely tips and valuable strategies from a multi-disciplinary approach to planning. The information and resources aim to help you build your nest egg and shape a legacy that will endure for generations.
Cultivating portfolio growth and legacy
Management
Wealth
2023 Cleveland
Charitable
Giving
Estate
Planning
Estate planning strategies to consider before Dec. 31, 2025.
Automating legacy: AI’s nuanced impacts on estate planning.
Definitions and rationale for creating a trust.
401(k) planning when you own company stock.
Impending generational wealth transfer a harbinger for uncertainty and opportunity.
Donor-advised funds an appealing vehicle for charitable giving.
Consider these options for making charitable giving a rewarding part of retirement.
Developing a workable retirement plan is a dynamic process.
401(k) planning when you own company stock.
Impending generational wealth transfer a harbinger for uncertainty and opportunity.
Key considerations before exiting your business.
Why exit planning is effective business planning.
Legal strategies to avoid disputes in family-owned businesses.
401(k) planning when you own company stock.
Impending generational wealth transfer a harbinger for uncertainty and opportunity.
Plan carefully to ensure a sound legal framework for current operations and future transitions.
Tools and tips to help you achieve purpose-driven wealth.
Consider how tax laws and other circumstances can impact your future and why it’s important to create a trust.
Learn more
Learn more about this program.
First published on Nov. 6, 2023
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Tried and true risk management strategies for mid-market companies
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How to keep your company moving forward, even when the going gets tough.
Adapt or become obsolete: How cutting-edge technology is reshaping the manufacturing sector
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Franchise restaurants can still excel through this challenging environment
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Creative business financing solutions for any rate environment
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