Family Business Management

  1. Ownership and Wealth Management
    1. Ownership Structures
      1. Types of Shares
        1. Common Shares
          1. Preferred Shares
            1. Special Rights Shares
            2. Voting vs. Non-voting Stock
              1. Rights and Limitations
                1. Control Mechanisms
                2. Trusts and Holding Companies
                  1. Purposes and Benefits
                    1. Governance of Trusts
                      1. Tax Implications
                    2. Estate and Wealth Planning
                      1. Minimizing Estate Taxes
                        1. Tax Planning Strategies
                          1. Timing Considerations
                          2. Tools for Wealth Transfer
                            1. Wills and Testaments
                              1. Gifting Strategies
                                1. Life Insurance
                                  1. Charitable Giving
                                2. Maintaining Family Control
                                  1. Mechanisms for Control Retention
                                    1. Preventing Dilution of Ownership
                                      1. Shareholder Agreements
                                      2. Liquidity Management
                                        1. Creating Liquidity Options
                                          1. Share Buyback Programs
                                            1. Dividend Policies
                                            2. Philanthropy and Social Responsibility
                                              1. Family Foundations
                                                1. Establishment and Management
                                                  1. Grant-Making Strategies
                                                    1. Governance Structure
                                                    2. Corporate Social Responsibility Initiatives
                                                      1. Community Engagement
                                                        1. Sustainability Programs
                                                          1. Stakeholder Relations

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                                                      6. Succession Planning and Leadership Transition

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                                                      8. Professionalization of the Family Business