Conversation starter – Transferring frozen assets

Ask business-owning clients who they plan on leaving their preferred, “freeze,” shares too. Explain that by leaving them to someone outside the business, the company has no control over when that person can redeem the shares. Go through the consequences of leaving them to spouses, children inside or outside the company, and in trust. This will help your client determine the right option.

You can also email them this article, or send it to them on Twitter or LinkedIn.