Episode 48: Transition Tips for Family Business with Anthony Chen


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By Greg Lewis and Tennessee Center for Family Business. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, New York today makes his home in Atlanta, GA. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

In this episode of Family Business Today, Anthony will share:

  • How his passion for helping family businesses was influenced by his childhood experiences

  • How “objectivity goes by the wayside” when family business owners discuss transitioning their business

  • How family business transition experts can work together like a medical team

  • That most family businesses may not plan for the unexpected in their family business transition plan

  • The most common mistakes and questions he has seen and heard from his family business clients

  • And more…

To learn more about Anthony’s family business advising services at the Lighthouse Financial Network, visit www.lfnllc.com.

At the Tennessee Center for Family Business our passion is to help business owners create a positive environment in which their family THRIVES, their business performs and working together create a lasting family legacy. To learn more about the Tennessee Center for Family Business visit www.tncfb.com.

If you are considering a transition in your family business contact us today for a FREE Transition Assessment (follow link) and receive a one-on-one review of your business transition preparedness with a family business consultant. (a $299 value)

Until next time, There’s No Business Like Family Business…..We Know!

Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com

53 episodes