Who you need to call to help manage the proceeds, and what you need to ask them
It’s one thing to trust thousands of dollars to a friendly investment adviser at the bank. It’s quite another to hand over millions. That’s the worry for many family-business owners after selling their life’s work—leaving them with a huge bucket of cash and potentially a paralyzing fear over what to do next, says Cindy David, senior estate planning advisor with Raymond James.
Click here to read the article on bcbusiness.ca.
