by Kreitler Financial | Sep 28, 2023 | Investment Planning
Stakeholder engagement is crucial for a successful transition of ownership, and high-net-worth individuals wishing to make such plans must be aware of this. Stakeholder involvement is a crucial part of any organization since it allows for the provision of insightful...
by Kreitler Financial | Sep 26, 2023 | Kreitler Financial News
As a high-net-worth individual, you understand the importance of long-term planning and ensuring that your family’s future is secure. But have you considered the importance of succession planning training for your team? Succession planning training is an important...
by Kreitler Financial | Sep 21, 2023 | Financial Planning
Are you a high-net-worth individual seeking a planned exit strategy for your company? The best answer might be mergers and acquisitions (M&A). In this article, we will discuss the M&A process, along with information on how to find potential targets, and file...
by Kreitler Financial | Sep 19, 2023 | Estate Planning
Family is everything, and as we grow older, we often start thinking about how we can best provide for our loved ones after we’re gone. This is where Family Trust comes in. A Family Trust is a crucial tool in safeguarding your legacy. In this article, we...
by Kreitler Financial | Sep 14, 2023 | Financial Planning
Business succession planning is a critical aspect of any successful business. It involves planning for the transfer of ownership and control of a business to the next generation or a chosen successor. However, transferring ownership can come with its own set of...
