Succession processes are carefully orchestrated and unfold over several years.  Throughout the succession process, various jurisdictional domain experts advise family members and fiduciary owners on legal, tax, financial, estate and regulatory matters.

The FLC platform provides the ability for committee members to assess succession readiness and stakeholders and advisors with the ability to securely collaborate and monitor leadership and ownership succession.

AI based leadership and ownership succession readiness risk assessment helps identify risks based on relevant context and various subjective and objective factors, including the probability of conflict and dispute arising if these risks remain unaddressed.

Business Leadership Succession: Leverage AI to evaluate leadership successor candidate readiness and recommended a leadership transition plan.

Business Ownership Succession: Leverage AI for an optimized plan to assess, manage, and mitigate transfer risks. Minimize tax and maximize benefits to the recipient.