Estate planning is not only an integral part of our financial lives, it includes the legacy we wish to leave behind. Family business owners are uniquely positioned to pass down business, financial, and personal success through multiple generations, but many have little to no succession strategy in place.
Michael Maglieri from our Wealth Management team presents the importance of succession planning for family businesses, and how business owners, as well as individual families, are using the Family Love Letter to bridge the gap from one generation to the next.
Be sure to consult with your financial advisor on this topic as individual situations may vary. The information contained in this webinar and any related materials is not intended to constitute legal, financial, or other professional services advice. The content is provided on an “as is” basis and PBMares makes no representations or warranties about the accuracy or sustainability of any information for your purposes. For any specific questions you may have, please reach out to the presenters or contact us.
About the authors:
Daniel H. Yoo, CFP®, CEPA®, CM&AA®
Senior Wealth Advisor
As a Senior Wealth Advisor and Certified Financial Planner™, Daniel Yoo simplifies the financial lives of entrepreneurs, executives, and their families. He is also a Certified Exit Planning Advisor® to help business owners understand and optimize the value of an exit strategy.
Michael Maglieri
Wealth Advisor
Michael partners with the Wealth Management team to help clients with comprehensive financial plans, investment analysis, insurance, and estate planning, business exit planning, and retirement plan administration.
