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Boxwood

Private Client Advisory

Boxwood

Private Client Advisory

Boxwood

Private Client Advisory

Boxwood

Private Client Advisory

We guide multigenerational families, ultra-high-net-worth individuals, and privately held businesses, advising on a range of legacy planning and growth solutions to strengthen their unique shared values and heritage, form virtue driven leaders, and maximize opportunities for new cross-border introductions and relationships.

INSIGHTS

Succession Planning: Why Character Formation Matters

For several generations, conventional management wisdom has supported the notion that publicly traded corporations with clear separation of ownership and control are a superior organizational form compared to the family-owned business. Recent studies are calling that wisdom into question.

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Boxwood

Private Client Advisory