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Family Business Succession Planning: Passing the Torch Without Getting Burned
Here’s a hard truth: Many family businesses struggle to make it to the 2nd and 3rd generation — not because the business isn’t viable, but because the planning isn’t clear. In this episode of Frank Wealth Insights, Frank Fantozzi dives into what can get in the way, what to watch for, and how to keep the peace while preparing to pass the torch.
Frank Fantozzi (CPA, MST, PFS, CDFA, AIF®, CEPA) is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.com or call 440-740-0130 to schedule a conversation with one of our team members.
IMPORTANT DISCLOSURES
Investment advisory services are offered through Planned Financial Services, LLC, dba Return
on Life Wealth Partners, an SEC-Registered Investment Adviser.
The views and opinions expressed in this podcast are for general informational and educational
purposes only and do not constitute specific financial, legal, investment, or tax advice. Listeners
should consult with a qualified professional before making any financial decisions.
The views expressed are those of the participants as of the date of recording and may change
without notice. Discussions may include forward-looking statements based on current beliefs
and assumptions, which are subject to risks and uncertainties.
Any forward-looking statements or references to potential outcomes are based on assumptions
and estimates and are subject to change. Past performance is not indicative of future results.
This podcast does not constitute an offer to buy or sell securities or financial instruments. Any
mention of third-party organizations or individuals is for informational purposes only and does
not imply endorsement, affiliation, or compensation.
This content may not be copied, reproduced, or distributed without the express written consent
of Return on Life Wealth Partners.
For more information about our firm, services, and full disclosures, please refer to our Form
ADV Part 2A Brochure, available upon request, or at https://www.adviserinfo.sec.gov.
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By Frank FantozziHere’s a hard truth: Many family businesses struggle to make it to the 2nd and 3rd generation — not because the business isn’t viable, but because the planning isn’t clear. In this episode of Frank Wealth Insights, Frank Fantozzi dives into what can get in the way, what to watch for, and how to keep the peace while preparing to pass the torch.
Frank Fantozzi (CPA, MST, PFS, CDFA, AIF®, CEPA) is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.com or call 440-740-0130 to schedule a conversation with one of our team members.
IMPORTANT DISCLOSURES
Investment advisory services are offered through Planned Financial Services, LLC, dba Return
on Life Wealth Partners, an SEC-Registered Investment Adviser.
The views and opinions expressed in this podcast are for general informational and educational
purposes only and do not constitute specific financial, legal, investment, or tax advice. Listeners
should consult with a qualified professional before making any financial decisions.
The views expressed are those of the participants as of the date of recording and may change
without notice. Discussions may include forward-looking statements based on current beliefs
and assumptions, which are subject to risks and uncertainties.
Any forward-looking statements or references to potential outcomes are based on assumptions
and estimates and are subject to change. Past performance is not indicative of future results.
This podcast does not constitute an offer to buy or sell securities or financial instruments. Any
mention of third-party organizations or individuals is for informational purposes only and does
not imply endorsement, affiliation, or compensation.
This content may not be copied, reproduced, or distributed without the express written consent
of Return on Life Wealth Partners.
For more information about our firm, services, and full disclosures, please refer to our Form
ADV Part 2A Brochure, available upon request, or at https://www.adviserinfo.sec.gov.