Caregiving decisions can affect compensation, business continuity planning, insurance coverage, and the timeline for major financial goals. A woman founder who steps back from the business temporarily — to care for a child, a parent, or both — should have a financial plan that accounts for potential income gaps, maintains personal retirement savings contributions where possible, and protects the business from key-person risk during her absence. Building these contingencies into your plan in advance is far less costly than addressing them after a caregiving event arises.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
