With 35 years of wealth management experience under his belt, John Benun knows a thing or two about helping businesses take care of their assets. Now serving as the Managing Director of BCR California, he works with leaders to create legacy for their businesses and families.
In this interview, John shares his invaluable perspectives on collaborating with clients during the succession planning process. Tune in to hear his insights on client relationships, the dynamics of family businesses, and the evolution of a founder’s identity as they relate to succession planning.
Succession starts with the Now Generation, and it takes time, intention, and the right guidance to get it right. At BCR, we bring decades of experience helping families build successful plans that lead into the next generation. We are here and ready to help – let’s talk succession!
