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
With the average age of farmers rising, change is on the horizon in the agricultural industry. Consolidation of farming operations and a diminishing interest in continuing farming from the next generation two of the factors contributing to this disruption. 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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