Susan Griffin, owner and co-founder of a small manufacturing company is formulating a long-term investment strategy. Griffin plans to sell its $ 10 million business and revenue. You must decide how to allocate their investments so that they can rely on capital gains for their financial needs, while maintaining a comfortable standard of living. In addition, Griffin wants to be able to financial assistance to provide her two children and her elderly mother.

Susan Griffin, owner and co-founder of a small manufacturing company is formulating a long-term investment strategy. Griffin plans to sell its $ 10 million business and revenue. You must decide how to allocate their investments so that they can rely on capital gains for their financial needs, while maintaining a comfortable standard of living. In addition, Griffin wants to be able to financial assistance to provide her two children and her elderly mother.
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from
Dwight B. Crane,
Julia D. Stevens
Source: Harvard Business School
10 pages.
Release Date: 04 February 2003. Prod #: 203072-PDF-ENG
Susan Griffin: Formulation of a Long-Term Investment Strategy HBR case solution