Episode 48: Transition Tips for Family Business with Anthony Chen
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Episode 48 – Transition Tips for Family Business with Anthony Chen
Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, New York today makes his home in Atlanta, GA. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.
In this episode of Family Business Today, Anthony will share:
How his passion for helping family businesses was influenced by his childhood experiences
How “objectivity goes by the wayside” when family business owners discuss transitioning their business
How family business transition experts can work together like a medical team
That most family businesses may not plan for the unexpected in their family business transition plan
The most common mistakes and questions he has seen and heard from his family business clients
And more…
To learn more about Anthony’s family business advising services at the Lighthouse Financial Network, visit www.lfnllc.com.
At the Tennessee Center for Family Business our passion is to help business owners create a positive environment in which their family THRIVES, their business performs and working together create a lasting family legacy. To learn more about the Tennessee Center for Family Business visit www.tncfb.com.
If you are considering a transition in your family business contact us today for a FREE Transition Assessment (follow link) and receive a one-on-one review of your business transition preparedness with a family business consultant. (a $299 value)
Until next time, There’s No Business Like Family Business…..We Know!