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010-020 - Business And Family Investments

Many family businesses have their private investments too closely linked with their family business finances. It is best to attempt to keep a barrier between business and family investments in case of the unexpected. It is a lot easier to take defensive action to protect family businesses and the fa ...Read more
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Many family businesses have their private investments too closely linked with their family business finances. It is best to attempt to keep a barrier between business and family investments in case of the unexpected. It is a lot easier to take defensive action to protect family businesses and the family if the businesses and family investment activities have been kept separate.

This paper, - "Business And Family Investments" - explores strategies to try to keep business and family investment separate for the overall benefit of the family.

The paper, presented in five pages, covers the following:

  • Try To Keep Business And Family Investments Separate
  • Segregating Assets Can Assist
  • Investing In The Business
  • Assets In A Family Business
  • Family And Business Entities
  • Superannuation Fund Assets
  • Valuation Of The Business