Ownership And Wealth Transfers: Key Fairness Issues Checklist

The following Fairness Issues Checklist is for business-owning families, and especially family owners who intend to transfer their business shares and wealth to the next generation of family members. It provides a set of key questions that arise in ownership and wealth transfer contexts and need responding to by business owning families, often in conjunction with professional advisors.

This checklist was part of the 19th Family Business Challenges Guide, Business Family Justice in Ownership and Wealth Transfers, by Dr Susan Lanz (Aston University) in collaboration with Dr Martin Kemp of the Family Business Research Foundation. The full guide is available to view here.