Family Business Matters
With over 235 family and privately-held businesses, the University of Toledo Family Business Center offers benefits that include access to local, regional, and nationally recognized business experts and affiliates. This podcast highlights this expertise on a variety of business and family-business-related topics -- enjoy!
Family Business Matters
Protecting Your Personal and Business Risk in Unpredictable Times
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UToledo Family Business Center
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Season 2
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Episode 3
Join the UToledo Family Business Center and Center Sponsor Fifth Third Private Bank for a panel discussion with their national specialists on topics and examples from across the country on ways to think about and ultimately protect your personal and business risk in unpredictable times. Key takeaways from the presentation include:
- Understanding why a good planning foundation can protect and empower your loved ones.
- Benefits of creating and evaluating an infrastructure to protect and transfer assets.
- Insights on coordinated advice to ensure your impact is fluid and financially efficient.
- Discussion on potentially difficult life situations that can be mitigated via risk protection annual reviews.