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.