Latest / The INNER Estate with Bridget Ann Stuart
The Biggest Wealth Transfer in History Is Happening Now: Are You Ready | Andrea Carpenter
What happens when the business you spent decades building is ready for its next chapter, but you, your family, or your successor are not?
Andrea Carpenter, President of Transition Strategists, joins Bridget to explore why successful business and wealth transitions begin years before legal documents are signed or ownership changes hands. Andrea explains why transition is a journey rather than a single event, how planning earlier creates more options, and why the next generation should be invited into the process instead of simply receiving a finished succession plan.
Andrea also shares her…
The skinny
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