We are pleased to share that our founder, Sharon Olson, was quoted in Forbes about how retiring business owners can help protect themselves and their families by working with a family office to coordinate their financial affairs and manage liquidity.
“The sale of a business can present retirement challenges to business owners and their families. The infrastructure that coordinated financial affairs no longer exists, and the transition of managing such liquidity can present unexpected risks. Working with a family office provides specialized services such as tax management and coordination of investments, insurance, and estate planning needs.” – Sharon Olson, Olson Wealth Group LLC
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