Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Daryl Tegtmeier, owner of Epoch Family Wealth, to discuss financial planning for clients of family-owned businesses.
Mr. Tegtmeier discusses his background and the history of Epoch Family Wealth, how his father inspired him to pursue this specific type of financial planning, the steps to creating a plan for these types of clients, the challenges involved with family dynamics, types of businesses of his clients, what happens when a client’s children do not want to take over the family business, challenges he encountered during the pandemic, why he calls his firm a “lifestyle business” and more.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
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