Monthly Archives: October 2020

BluBrry Feature Image

Episode 44 – Bringing The Next Generation Into The Family Business – Part 2 — With Guest Jeff Savlov

Involving the next generation in your family business can be delicate, and it’s important to have a strategy for approaching the transition. 

In part two of this series, John and Michael Parise, along with guest Jeff Savlov, continue navigating the path of skill development and bringing the younger generation into the family businesses.  

In this episode, you will learn:

  • The age when you should start preparing the next generation for work in the family business
  • What could happen when children aren’t prepared to take over
  • The importance of practicing meritocracy in a family business  
  • In-law family involvement in pre-established family businesses
  • The most important attributes leaders should have
  • And more!

Tune in as John, Michael, and Jeff discuss the considerations you should have when bringing the younger generation into business!

Resources: Copper Beech Financial Group | Jeff Savlov | Blum & Savlov | Part 1

BluBrry Feature Image

Episode 43 – Raising Children in the Context of Family Financial Success

When is it the right time to start having financial conversations with your children?

Today, John and Michael are joined by Jeff Savlov, founder of Blum & Savlov, LLP. Jeff shares his experiences with families educating their children on financial success. He explains why it’s better to begin having conversations regarding financial matters early in the child’s life.

In this episode, you will learn:

  • Why Jeff uses the term ‘Success’ instead of ‘Wealth’
  • How early parents should have conversations with their children regarding financial success
  • Why Jeff believes children are more capable of understanding complex ideas
  • And more!

Tune in now to learn more about having tough financial conversations with your young children!

Resources: Copper Beech Financial Group | (865) 988 -8300 | Blum & Savlov, LLP