Amy Wirtz

Join Amy Wirtz, a seasoned Senior Consultant with the Family Business Consulting Group, as she dives deep into the world of generation-skipping trusts. With her extensive background in law and mediation, Amy explores the nuances of these powerful estate planning tools. She outlines their tax benefits and complexities, emphasizing long-term family dynamics. Practical tips on trustee selection and effective trust management provide invaluable guidance for families. Discover the vital role of family enterprises in economic and social stability.

In this engaging discussion, Amy Wirtz, Exit Planner of the Year and family business expert, shares her insights on the upcoming Exit Planning Summit in Florida. She highlights how post-COVID dynamics are reshaping collaboration among advisors and the evolving needs in rural business advisory. Amy emphasizes the importance of educating the next generation of business leaders about value creation and wealth management. She also addresses the complexities of generational transitions in family businesses, showcasing the need for structured governance and proper planning.

In this discussion, Amy Wirtz, the current Exit Planner of the Year and family business consultant, shares her transformative journey from collaboration teacher to exit planning expert. She emphasizes the importance of trust in advisory teams and the value of networking for successful business transitions. Amy also explores niche specialization and community engagement, particularly in family-owned businesses. Furthermore, she highlights the significance of empathy and continuous learning in finding fulfillment and adapting to evolving client needs.

In this engaging conversation, Amy Wirtz, the 2024 Exit Planner of the Year and a value advisor for family businesses, interviews Scott Snider, President of the Exit Planning Institute. They discuss the delicate balance between people management and system growth, emphasizing the importance of nurturing talent. Scott reflects on fostering intrapreneurship and building trust in teams, plus the challenges of succession dynamics in family businesses. Their personal anecdotes provide insightful perspectives on scaling operations and empowering future leaders.

Tom Deans, a family business expert and author, joins Amy Wirtz, a Certified Exit Planning Advisor, to delve into the art of family business transitions. They discuss redefining success beyond legacy and tackling generational challenges in ownership. The importance of proactive succession planning is highlighted, as well as the need for open family communication to navigate expectations. Their insights emphasize teaching values to the next generation and recognizing family businesses as vital economic contributors.