Strategic Planning

Did you know that only 1/3 of family-owned and closely-held businesses successfully transition leadership to the next generation?

It’s a challenge to balance business success, family vitality, and personal well-being.

Eredità utilizes The Family Business Assessment Tool^TM to determine where Families in Business stand in  the diverse areas outlined below. Eredità then assists in strategic planning, to address areas of weakness and maximize strengths.

Succession Planning

One of the greatest risks to a family business is the transition of ownership and/or management to the next generation. Only 30% come through this process successfully.

Navigating the Complexities

Whether your family’s wealth was created primarily through business or investments, the overall picture is complex.

You have advisors to help you manage each of the circles, but what about the overlaps? That's where things get tricky. 

Eredità works at the intersections of the 4 circles,