Planning for Assets That Don’t Fit the Standard Model
Strategic Succession: Bridging Governance and LegacyShow Notes
Some assets do not fit the standard model, and that is exactly why they need a different kind of succession planning.
Episode 16 explores why collections, closely held businesses, real estate, and other unusual assets require customized design rather than generic transfer planning. These assets are not just valuable. They also create governance questions, liquidity pressure, valuation issues, stewardship demands, and family role complications that standard documents often do not solve. This episode explains why good planning begins by matching the structure to the asset instead of forcing the asset into a structure that does not fit.
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