2019 Q4: Owner to Investor — Following a Written Investment Plan and Discussing Wealth with Family

November 1, 2019 / Stephen Griner /

Business owners exit only once, and as they do, they must transition from running a business to managing a portfolio. Running a successful business means executing according to a plan. Managing a portfolio is no different: business owners should follow a written investment plan.

Many owners have 85-90% of their wealth tied up in their business. This wealth was not created overnight, and it is not a surprise to owners. However, when transitioning from illiquid business assets to a liquid portfolio, family often suddenly becomes aware of this wealth. Owners should plan for how to discuss their wealth with family.

This webinar will cover:

  • Investment market updates
  • Crafting a written investment plan to help manage your family’s wealth
  • Discussing wealth with family and conducting a family meeting
Posted in

ph 678.322.3000  /  fax 678.322.3059
Persium Group, LLC  /  2100 Riveredge Parkway, Suite 1230  /  Atlanta, GA 30328

Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.

The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses.
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.