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Keep the Business Within the Family

Robert Wermuth, CFP®, ChFC®, CLU®, AIF® | August 3, 2021

Companies are being acquired left and right, but is a third party sale always the best path? Here are some thoughts on a succession option that is often less sought after…keeping the family in your family business.

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Rob Wermuth is a senior partner with Legacy Planning who combines nearly 30 years of financial services experience with cutting-edge technology to deliver to his clients integrated solutions to simplify their complex financial reality. He specializes in documenting goals and developing strategies for significant life events, including: corporate succession planning, estate planning and establishing or managing a family foundation.

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