The role that advisors play in helping family businesses to fulfill their goals cannot be underestimated and is why my guest this week is Heather Falcone. A second-generation family business member and CEO of Thermal Vac Technology, Heather has more than 20 years of experience, centered in business concepts and is passionate about helping companies and individuals be outspokenly different. Together Francesco and Heather discuss the components of a successful relationship between the family and advisor and discuss how advisors can serve as a valuable bridge between the founder and the next generation.
Connect with me here:
- https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
- https://www.facebook.com/VeritageFamilyOffice
- https://www.youtube.com/@VeritageInternational
- https://veritage.ca
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