The Truth About Wealth

The Truth About Wealth


Your Guide to Family Business Succession (Ep.134)

April 23, 2025

What does it mean to treat all family members fairly in terms of wealth distribution? 

John and Michael Parise dive into the complexities of estate equalization within family businesses. In this episode, they unravel a recent case study highlighting the challenges faced when generational wealth intersects with family dynamics.

Listeners are in for a detailed exploration of best practices for ensuring fair treatment, asset protection strategies, and the nuances of managing family businesses across different generations. Discover pragmatic insights on structuring estate plans that both honor family values and preempt potential conflicts.

Other key discussions include:

Connect with John and Michael Parise: