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Ryan

55 years-old
Contemplating a sale of the family business

Key Concerns:

Coordinating multi-generational wealth
Transition from operating a family business
to managing liquid wealth

With the right amount of savvy and a lot of hard work, Ryan has taken his multi-generational family business from a modest construction company to a lucrative home-building operation with annual revenue of more than $100 million. Now that he’s considering selling the business, he wants to make smart decisions when it comes to managing the family’s wealth. Not only does he have three generations of his own family to worry about, he also has several siblings who have a stake in the family business, too.

At LourdMurray Delphi, we’re experienced at managing not only the complexities that come with wealth management, but also the anxieties that arise when family interests are at stake. Ryan’s main concern was the transition from running a business to managing a multi-generational investment portfolio in a family office. With clients like Ryan, LourdMurray Delphi can help to navigate the transition while keeping his siblings’ interests in mind every step of the way.

With LourdMurray Delphi, you don’t just get a financial advisor—you get a partner who’s committed to helping your family reach its goals. We can provide highly-personalized services designed to address your distinct wealth management challenges, family governance, sustainability, legacy planning, and more. And with LourdMurray Delphi, you get the added benefit of a team who understands that being a steward of family wealth involves more than investment management.

Please Note: The above Case Study is hypothetical and does not involve an actual LourdMurray Delphi client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if LourdMurray Delphi is engaged, or continues to be engaged, to provide investment advisory services.