Family Business Succession Planning: Passing The Torch Without Getting Burned Frank Wealth Insights podcast

Family Business Succession Planning: Passing the Torch Without Getting Burned

2M ago 44:40

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Here’s a hard truth: Many family businesses struggle to make it to the 2nd and 3rd generation — not because the business isn’t viable, but because the planning isn’t clear. In this episode of Frank Wealth Insights, Frank Fantozzi dives into what can get in the way, what to watch for, and how to keep the peace while preparing to pass the torch.

Frank Fantozzi (CPA, MST, PFS, CDFA, AIF®, CEPA) is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.com or call 440-740-0130 to schedule a conversation with one of our team members.

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22 episodes