Episodes

  • Lessons from the Trenches 2.0: Avoiding Family Disputes over Money, Estates, and Businesses

    Lessons from the Trenches 2.0: Avoiding Family Disputes over Money, Estates, and Businesses
    Jan 26 2022
    Gaslowitz Frankel partners Adam Gaslowitz, Craig Frankel, and Robert Port discuss how to avoid family disputes over money, estates, and businesses. About Gaslowitz Frankel: Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in […] The post Lessons from the Trenches 2.0: Avoiding Family Disputes over Money, Estates, and Businesses appeared first on Business RadioX ®.
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  • Harnessing Your Family's Human and Intellectual Capital: The Key to Sustaining Wealth for Generations

    Harnessing Your Family's Human and Intellectual Capital: The Key to Sustaining Wealth for Generations
    Oct 27 2021
    Natalie Smailes/Director of Governance, Center for Family Legacy at Truist Natalie Smailes joined Truist Wealth in 2015 and is a Senior Vice President and the Managing Director of Strategic Client Development within the Center for Family Legacy. Natalie works with the Center for Family Legacy team to deliver the full breadth of Governance and Education […] The post Harnessing Your Family's Human and Intellectual Capital: The Key to Sustaining Wealth for Generations appeared first on Business RadioX ®.
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  • Spotlight on Conservatorships and Guardianships

    Spotlight on Conservatorships and Guardianships
    Sep 22 2021
    Michael K. Johnson/Metta Johnson & Associates Michael Johnson has 14 years working as a Licensed Clinical Social Worker. He began his career working as a hospice social worker in which he supervised and directed teams of social workers. He is now the Vice President and COO of Metta Johnson & Associates comprehensive care management. Michael […] The post Spotlight on Conservatorships and Guardianships appeared first on Business RadioX ®.
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  • Investing for the Long Term: What You Need to Know

    Investing for the Long Term: What You Need to Know
    Aug 26 2021
    David Bibicoff/Strategies For Wealth For the last 25 years, David Bibicoff of Strategies for Wealth has been educating, empowering, and coaching corporate executives, attorneys, financial professionals, and entrepreneurs through a macro-economic wealth planning process. This macro-economic process consists of four modules, each with a specific objective. These four modules are the Cash Flow Clarifier, Investment […] The post Investing for the Long Term: What You Need to Know appeared first on Business RadioX ®.
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  • So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls

    So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls
    Jul 29 2021
    Chip Kelleher/Wilmington Trust Chip Kelleher leads a team at Wilmington Trust responsible for providing comprehensive investment management, wealth planning, private banking and family office services to high-net-worth individuals, families and single-family offices throughout the Southeast. He works closely with his clients and their trusted advisors to protect, grow and transfer their wealth for generations. Chip […] The post So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls appeared first on Business RadioX ®.
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  • Estate and Financial Planning for Families with Unmarried Partners

    Estate and Financial Planning for Families with Unmarried Partners
    Apr 28 2021
    Jennifer Gibbs/Gibbs Tillery, LLC Jennifer has been a managing partner with Gibbs Tillery Law Firm since graduating from Emory Law school in 2009. Jennifer is a dedicated and tireless family law and estate planning attorney specializing in all aspects of domestic relations, including but not limited to divorce, custody, support, visitation, modifications of custody, support […] The post Estate and Financial Planning for Families with Unmarried Partners appeared first on Business RadioX ®.
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  • Simplifying and Managing Your Finances for When You Age and Beyond

    Simplifying and Managing Your Finances for When You Age and Beyond
    Mar 24 2021
    Leah Nichaman/Everyday Money Management Leah Nichaman is a Certified Daily Money Manager (CDMM) with over 15 years of experience helping people manage their day-to-day financial affairs. She established Everyday Money Management in 2007, and built it into the premier daily money management firm in the Washington D.C. area, primarily serving older adults and busy professionals. […] The post Simplifying and Managing Your Finances for When You Age and Beyond appeared first on Business RadioX ®.
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  • It’s Complicated: Estate Planning for Blended Families

    It’s Complicated: Estate Planning for Blended Families
    Feb 24 2021
    Brooke French/Kessler & Solomiany LLC Brooke French, Partner with Kessler & Solomiany LLC, represents clients in all aspects of domestic relations litigation, including divorce, separate maintenance, child custody and support modifications, contempt, post-divorce modification and enforcement, family violence, paternity, legitimation, and prenuptial agreements. Brooke understands the stress that couples encounter in divorce and she navigates […] The post It’s Complicated: Estate Planning for Blended Families appeared first on Business RadioX ®.
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