Penny Di Giovanna, Financial Planning By Design LLC
6 episodes
6 days ago
In this special Season 1 finale, Penny DiGiovanna reflects on what she’s learned from a year of conversations about legacy, wealth, and family governance. From second marriages and blended families to business transitions and inheritance dynamics, this episode looks back at the themes that shaped the first season of The Family Wealth Blueprint Podcast — and forward to the frameworks that will define the next. Penny shares how clarity, communication, and structure work together to help creat...
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In this special Season 1 finale, Penny DiGiovanna reflects on what she’s learned from a year of conversations about legacy, wealth, and family governance. From second marriages and blended families to business transitions and inheritance dynamics, this episode looks back at the themes that shaped the first season of The Family Wealth Blueprint Podcast — and forward to the frameworks that will define the next. Penny shares how clarity, communication, and structure work together to help creat...
When the Business Owner Is the Legacy: What Happens When the Plan Dies With Them?
Family Wealth Blueprint Podcast
16 minutes
3 months ago
When the Business Owner Is the Legacy: What Happens When the Plan Dies With Them?
In this episode of The Family Wealth Blueprint, Penny shares the cautionary story of the Millers—a family who lost more than a loved one when their business-owning patriarch passed away. Without clear succession planning, governance, or communication, their family and business were left scrambling. Penny explores what went wrong, why human and intellectual capital are just as vital as financial capital, and how proactive, holistic planning can prevent this from happening to your family....
Family Wealth Blueprint Podcast
In this special Season 1 finale, Penny DiGiovanna reflects on what she’s learned from a year of conversations about legacy, wealth, and family governance. From second marriages and blended families to business transitions and inheritance dynamics, this episode looks back at the themes that shaped the first season of The Family Wealth Blueprint Podcast — and forward to the frameworks that will define the next. Penny shares how clarity, communication, and structure work together to help creat...
