The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business.
Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.
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The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business.
Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.
Accounting for Chronic Illness in the Succession Planning Process
Purposeful Planning Podcast
24 minutes 48 seconds
1 year ago
Accounting for Chronic Illness in the Succession Planning Process
In this discussion, I will share my experience working with families around issues related to chronic illness in the next generation. We will explore how to set reasonable expectations for adult children struggling with chronic mental and physical health issues, review my ECHO Legacy framework to help families overcome barriers to successful transitions, and go over useful tips for improving communication when someone has a chronic illness. Join us to gain valuable insights and strategies for navigating these challenges within your family.
Purposeful Planning Podcast
The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business.
Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.
