51. Protecting Your Family & The Wealth You’ve Built ft. Sam Villagrasa-Petroski
Release Date: 06/03/2024
65. Building the Right Team for a Seamless Business Transition ft. Zane Tarence
Legacy Listens
In this episode, host Rob Wermuth sits down with Zane Tarence, Managing Director at Founders Advisors, investment banker, and author of 17 Reasons Your Company's Not Investment Grade and What to Do About It. With over 25 years of experience and more than 85 successful deals closed, Zane brings a candid perspective to today’s business sales environment. He and Rob cover the shifting landscape as Baby Boomer owners prepare to exit, the growing role of private equity, and how AI is influencing the M&A process. From identifying what makes a company truly “investment grade” to...
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64. The Quality of Risk: Cyber Planning for Business Transitions and Long-Term Wealth Builders ft. Jason Frank
Legacy Listens
In this episode, host Rob Wermuth is joined by Jason Frank, Chief Operating Officer at SpecterOps, to explore one of the most critical issues facing businesses today: cybersecurity. With a background in penetration testing, threat hunting, and enterprise security operations, Jason shares insights from years on the front lines of digital defense. They discuss the rise of ransomware, the impact of artificial intelligence on risk, and how zero trust models are reshaping security in a remote-first world. Jason breaks down complex topics into practical steps that business owners, especially those...
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63. Who’s Buying Businesses Now? Private Equity, Strategic Buyers, and a New Generation of Owners ft. Andy Greenberg
Legacy Listens
In this episode, host Rob Wermuth sits down with Andy Greenberg, CEO of Greenberg Variations Capital, a boutique investment banking firm focused on highly targeted middle-market transactions. Together, Rob and Andy unpack the evolving business transition landscape, especially in light of the “silver tsunami” as many Baby Boomer business owners prepare to retire or sell. Andy offers sharp insights into current market conditions, the drivers behind deal activity, and the common challenges facing both sellers and buyers in today’s environment. From the importance of early succession...
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62. Planning Your Exit: Essential Steps for Business Succession and Estate Tax Reduction ft. Dirk Simpson
Legacy Listens
In this episode, host Rob Wermuth sits down with Dirk Simpson, a seasoned attorney and Partner at Royer Cooper Cohen Braunfeld LLC, for a practical and insightful look at the challenges and opportunities facing business owners and families planning for the future. They unpack what it really means to start early when it comes to succession planning, break down the role of trusts and gifting strategies, and explore how recapitalization can fit into a broader long-term wealth plan. Whether you're thinking about selling a business, transferring wealth, or simply making sure your assets reflect...
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61: Preparing Your Business for Sale: Key Legal Considerations and Strategies ft. Chad Cowan
Legacy Listens
In this episode of Legacy Listens, host Rob Wermuth sits down with Chad Cowan, a Member at Cozen O'Connor, to discuss the essential steps for a successful business transition. Drawing on his experience as a transactional attorney, Chad shares practical insights on preparing to sell a business — whether to a strategic buyer or a private equity firm. From assembling the right team of advisors to navigating legal complexities and due diligence, Chad outlines the key elements of a smooth and profitable exit. Whether you’re considering a sale now or planning for the future, this episode...
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60: Is A Family Office Right for Me? ft. Andrew Fay
Legacy Listens
In this episode of Legacy Listens, hosts Rob Wermuth and Kevin Donohue sit down with Andrew Fay from 1712 Consulting to explore the evolving world of wealth management. Drawing on decades of experience, including his time at Fidelity, Andrew shares insights on managing financial, human, and social capital. From succession planning to family governance, he breaks down the complexities of sustaining generational wealth. Whether you’re planning a business transition or seeking to enhance your financial strategy, this episode offers valuable advice and resources. Tune in to learn how to build...
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59: Strategic Planning for Business Owners ft. Wayne Herring
Legacy Listens
In this episode of Legacy Listens, Senior Advisor and Partner Matt Kulp interviews Wayne Herring, founder of Business Builder Camp, about the transformative power of coaching for business owners. Matt shares how working with Wayne over the past three years has shaped his growth, from building a five-year strategic plan to leveraging peer advisory boards and one-on-one coaching. Wayne discusses the inspiration behind Business Builder Camp, the value of collaboration among diverse leaders, and the importance of visionary and integrator roles in driving business success.Tune in for actionable...
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58: Unlocking the Power of Sabbaticals for Personal Growth and Business Success with Matt Kulp and Natalie Hodak
Legacy Listens
In this special episode of Legacy Listens, COO, Natalie Hodak interviews Senior Partner, Matt Kulp about his transformative sabbatical after 23 years of leadership at Legacy Planning Partners. Matt shares how intentional preparation with his team ensured business growth during his absence and reflects on the challenges of stepping away. He discusses the importance of proactive planning, clear communication, and leaning on a strong support network. Matt also opens up about navigating personal challenges and finding renewed purpose. Discover how sabbaticals can inspire both personal growth and...
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57: Building Wealth and Human Development in the Business World Ft. Irina Baranov
Legacy Listens
In this episode of Legacy Listens, host Robert Wermuth sits down with Irina Baranov, a globally recognized executive coach and keynote speaker, for an inspiring conversation about leadership, personal growth, and wealth management. Irina shares her remarkable journey into executive coaching and peer group leadership, offering insights into her work with high-level groups like Vistage and TIGER 21. Listen in as she discusses the transformative TIGER 21 experience, where ultra-high-net-worth members navigate their wealth journey from financial success to a life of deeper significance. Packed...
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56. Reshaping Futures: The Harambee Foundation's Efforts to Save Tanzanian Children from the Streets Ft. Joshua Johnston
Legacy Listens
Join host Robert Wermuth on Legacy Listens bring you the remarkable story of Josh Johnston, Field Director for the Harambee Foundation and Founder of the Manyara Holistic Center (MAHOCE) in Tanzania. Joshua shares about his Pennsylvania roots to his transformative work in East Africa, he also discusses his journey of self-discovery and the powerful mission behind his efforts to keep street children in school. Together, we’ll explore the challenges, triumphs, and the lasting impact of the center on the local community. Tune in for an inspiring conversation about resilience, transformation,...
info_outlineJoin host Kevin Donohue on Legacy Listens where he sits down with Sam Villagrasa-Petroski, a HNW Consultant at Chubb Philadelphia, specializing in property and casualty insurance for high net worth clients. In this episode, we unpack the complexities of the current hard market in the insurance industry, where rising costs and severe climate events are creating unique challenges, especially for those with significant assets. We'll explore how changing driving habits, supply chain issues, and increased frequency of natural disasters are impacting insurance claims and costs. Sam provides invaluable insights into why working with the right carriers who understand the distinct needs of high net worth individuals is crucial and how excess coverage plays a pivotal role in safeguarding assets. Whether you're worried about the liabilities tied to recreational vehicles or managing the risks associated with coastal properties, today's conversation is packed with expert advice on navigating these turbulent waters. Stay tuned as we get into these topics and more, helping you protect your legacy in uncertain times.
For more information about Sam and his services, please visit him at sam.villagrasa-petroski@chubb.com
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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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Chubb is the marketing name used to refer to subsidiaries of Chubb Limited providing insurance and related services. For a list of these subsidiaries, please visit our website at www.chubb.com. Insurance provided by ACE American Insurance Company and its U.S. based Chubb underwriting company affiliates. All products may not be available in all states. This material contains product summaries only. Coverage is subject to the language of the policies as actually issued. Surplus lines insurance sold only through licensed surplus lines producers. The opinions and positions expressed in this presentation are the presenter’s own and not necessarily those of Chubb. The material presented herein is advisory in nature and is offered as a resource to be used together with your professional insurance advisors in maintaining a loss prevention program. It is not intended as a substitute for legal, insurance, or other professional advice, but rather is presented for general information only. You should consult knowledgeable legal counsel or other knowledgeable experts as to any legal or technical questions you may have. This presentation is solely for informational purposes. Chubb, 202 Hall's Mill Road, Whitehouse Station, NJ 08889-1600.