All in favor of our future? Navigating family succession episode artwork

EPISODE · Aug 18, 2025 · 19 MIN

All in favor of our future? Navigating family succession

from Building More Than Business

Family succession meetings are an opportunity to listen and build trust—helping to preserve relationships during and after a transition. In this episode of Building More Than Business, our hosts talk with Senior Wealth Planning Strategist April Zee about how structured, thoughtful meetings can turn emotional conversations into productive planning. You’ll learn how to build trust and avoid the missteps that often derail progress.Family meeting resourcesCheck out resources from this episode to help guide your family's succession discussion.Family meeting overviewFamily meeting kickstartLearn more at firstcitizens.com/building-more.

Episode metadata supplied by the publisher feed · Published Aug 18, 2025

Embed this episode

NOW PLAYING

All in favor of our future? Navigating family succession

0:00 19:00

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of Building More Than Business?

This episode is 19 minutes long.

When was this Building More Than Business episode published?

This episode was published on August 18, 2025.

Can I download this Building More Than Business episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!