Bridge over ocean
2 March 2010 Multimedia

Entrepreneurial Stewardship and Selling the Family Business

  1. Stuart Lucas, CFA

In this episode, Stuart Lucas, CFA, discusses the following:

  • Challenges of family inter-generational dynasty planning and the culture of deferred gratification
  • Entrepreneurial stewardship through the generations
  • Key things to consider before selling the family business

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

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