Dive into the heart of planning for the unexpected with Wayne Zell's interactive workshop, inspired by his award-winning publication, "Your Multimillion-Dollar Exit – An Entrepreneur’s Business Success(ion) Planner." This immersive experience is not just a workshop; it's a journey through the intricate narrative of George, a hypothetical business owner, and his daughter Hannah, as they navigate the complexities of succession planning amidst unforeseen circumstances.

A family holding company is an LLC (limited partnership): Instead of transferring an asset directly into the hands of the next generation, combine family-owned assets into a family holding company and use it as a centralized way of managing the family’s wealth. This ensures assets can be controlled by you, but shifted out of your estate and to your future generations or trusts for their benefit.