by Finuity | Nov 1, 2023 | Estate Transition
In the dynamic world of business, continuity is essential. For family-run businesses, continuity often revolves around the pivotal process of succession. However, transitioning a business from one generation to the next is no small feat. Many family enterprises fail...
by Finuity | Jun 8, 2023 | Estate Transition
In today’s rapidly evolving digital age, our lives have become increasingly intertwined with technology. We generate a vast array of digital assets, including personal photographs, social media profiles, online financial accounts, and creative works. These...
by Finuity | Jan 26, 2023 | Estate Transition
What is the “Great Transfer of Wealth?” As baby boomers retire, require long-term care and eventually pass, their collected wealth will be transferred to their children, grandchildren and other beneficiaries. This historic shift in finances has been dubbed...
