Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 4 CERTIFIED FINAN… read more
Running and passing down a family business is a unique challenge. In this episode, Shawn speaks with Lance Woodbury who is a Principal at K Coe Isom and serves as an advisor to closely held agricultural businesses. Lance has published two books on family business, The Enduring Legacy: Essential Family Business Valuesand Family Business: Genesis 37-50 and the Family of Joseph.
For more information about Lance, you can visit www.lancewoodbury.com and www.kcoe.com.
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