Put on your family planning thinking caps because you’re about to meet Joe Strazzeri, a tax attorney and entrepreneur who’s helped countless families navigate wealth, legacy, and the power of real family dynamics. From building and selling businesses to mastering multidisciplinary teams, Joe Strazzeri brings a fresh perspective to what it really means to lead, mentor, and raise the next generation—without losing sight of the lessons learned along the way. 🌟 In this episode, Joe Strazzer...
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Put on your family planning thinking caps because you’re about to meet Joe Strazzeri, a tax attorney and entrepreneur who’s helped countless families navigate wealth, legacy, and the power of real family dynamics. From building and selling businesses to mastering multidisciplinary teams, Joe Strazzeri brings a fresh perspective to what it really means to lead, mentor, and raise the next generation—without losing sight of the lessons learned along the way. 🌟 In this episode, Joe Strazzer...
Building a Lasting Legacy: Succession & Mentorship in Financial Services with Shane Westhoelter
Pathways with Amber Stitt
15 minutes
2 months ago
Building a Lasting Legacy: Succession & Mentorship in Financial Services with Shane Westhoelter
🎙️ Welcome to a special episode of Pathways with Amber Stitt, recorded live at the NAIFA e3 conference in Newport Beach, California! Host Amber Stitt sits down with industry leader Shane Westhoelter for an inspiring and insightful conversation on legacy, succession planning, and the evolution of the insurance profession. In this episode, Shane shares moving personal stories—including the transformative moment he delivered his first death claim check—and how that experience shaped his pe...
Pathways with Amber Stitt
Put on your family planning thinking caps because you’re about to meet Joe Strazzeri, a tax attorney and entrepreneur who’s helped countless families navigate wealth, legacy, and the power of real family dynamics. From building and selling businesses to mastering multidisciplinary teams, Joe Strazzeri brings a fresh perspective to what it really means to lead, mentor, and raise the next generation—without losing sight of the lessons learned along the way. 🌟 In this episode, Joe Strazzer...
