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Succession Planning & Specialized Care

Client Centered

72-year old owner of manufacturing company wants to step away from business and transfer full ownership to his 40-yr old son, who currently serves as President. Also wants to ensure that his other three children are treated equitably, though none of them are interested in the business.

After conversations with patriarch and his trusted advisors to establish goals and discuss methods of transfer for tax and asset protection purposes, Diagrid Group calls in succession planning and family governance specialist to create open dialogue with adult children to prepare them for inheritance, establish guiding principles for the family, and take preventative steps against acrimony among heirs.

Additional stress testing uncovers need for specialized medical care. Diagrid Group introduces client to health insurance consultant and concierge medical practice to ensure he has 24/7 access to personalized care and emergency medical toolkit.

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