Succession strategy needs to link the behaviors of top executives and their impact on the family company financial and valuation outcomes. That's what our innovative psychometric assessments do. In addition they provide detailed and insightful behavioral forensics that shed more light on the likely future financial and business performance of both family executives and outside hires. This information is invaluable for tailoring tax strategy to the behavioral decision-making of corporate leaders, a new way to give you that ital competitive edge.

documents/WP/WP_Families_Succession_and_Tax_Strategy_9_28_21.pdf