Clarfeld said wealthy business owners came to value their time and families more during the pandemic and made the decision to cut back on work and business.
“They reset their priorities,” said Joannie Bozek, director of trust services and chief fiduciary officer at Clarfeld. “Their mortality became more real.”
Most — 88% — plan to leave their businesses to family members, including spouses, children and grandchildren.
The pandemic and threat of higher taxes also caused business owners to think about moving. Two-thirds of wealthy business owners surveyed said they have moved their businesses during the pandemic. The chief reason: taxes, with 34% moving to lower-tax states. The second reason was to be closer to family and the third was remote work, which offers more flexible locations.
concentrated in services businesses and tech-related fields, which are more easily shifted. Yet three-quarters of business owners surveyed see themselves physically moving their business in the next three to five years,