Speaker Showcase: Navigating the Business Life Cycle with Vanessa Maczko and Jack Sousa
Failed to add items
Add to basket failed.
Add to Wish List failed.
Remove from Wish List failed.
Follow podcast failed
Unfollow podcast failed
Speaker Showcase: Navigating the Business Life Cycle with Vanessa Maczko and Jack Sousa
-
Narrated by:
-
By:
About this listen
In the second episode of Future Focused: Sophisticated Estate Planning Speaker Showcase, Private Client Services Partner Vanessa Maczko and Corporate Partner Jack Sousa discuss estate planning strategies, with a focus on business owners and succession planning for both family and non-family enterprises. The discussion highlights the importance of structuring ownership using voting and non-voting shares to balance control with marketability. It also explores how liquidity solutions, such as life insurance, can support seamless ownership transitions in the event of a member’s passing.
By bridging corporate and estate planning, the conversation emphasizes the need for thoughtful equity transfer strategies and well-timed decisions that can significantly improve business valuation and long-term success.