Estate planning is not only an integral part of our financial lives, it includes the legacy we wish to leave behind. Family business owners are uniquely positioned to pass down business, financial, and personal success through multiple generations, but many have little to no succession strategy in place.

Michael Maglieri from our Wealth Management team, along with Risë L. Flenner, CPA/PFS, J.D. , Director of Succession Planning with PBMares, LLP, discuss the importance of succession planning for family businesses, and how business owners, as well as individual families, are using the Family Love Letter to bridge the gap from one generation to the next.

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Daniel Yoo PBMares Wealth AdvisorDaniel H. Yoo, CFP®, CEPA®
Senior Wealth Advisor

As a Senior Wealth Advisor and Certified Financial Planner™, Daniel Yoo builds relationships with entrepreneurs, executives and their families to achieve financial harmony with their personal and business goals. He is also a Certified Exit Planning Advisor® to help business owners understand and optimize the value of an exit strategy.


Michael Maglieri PBMares Wealth ManagementMichael Maglieri
Associate Wealth Advisor

As an Associate Wealth Advisor, Michael partners with the Wealth Management team to help clients with comprehensive financial plans, investment analysis, insurance, and estate planning, business exit planning, and retirement plan administration.