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
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.