By Todd S. Healy, reprinted from Planned Giving Today, August 2025
Family businesses are often the crown jewels of private wealth, but what happens when the next generation isn’t interested or isn’t the right fit to take over?
In this article, C3 Financial Partners founder Todd Healy offers practical insights for business owners, advisors, and planned giving professionals on:
- Why more business owners are looking beyond family succession
- How estate equalization strategies can preserve harmony and fairness
- The role of buy-sell agreements in ensuring continuity and funding transitions
- Charitable planning tools that align legacy and impact
Read the full article to learn how intentional planning can protect both business value and family relationships, even when “keeping it in the family” isn’t part of the plan.
