24 min
The Art of High Wealth Estate Planning: Insights from Vince D'Addona Why We Plan
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- Economia
In this episode, our host John Brown, founder of BEI, delves into Vince D'Addona's journey and development of his Exit Planning practice, highlighting his expertise in guiding business owners through the complexities of protecting and transferring wealth. They explore critical topics such as the importance of addressing 'gray swan' events, the transformative impact of Exit Planning on client relationships, and the value of aligning business exits with personal goals and aspirations.
In this episode, our host John Brown, founder of BEI, delves into Vince D'Addona's journey and development of his Exit Planning practice, highlighting his expertise in guiding business owners through the complexities of protecting and transferring wealth. They explore critical topics such as the importance of addressing 'gray swan' events, the transformative impact of Exit Planning on client relationships, and the value of aligning business exits with personal goals and aspirations.
24 min