Episode 157: IN FOCUS: When the Family Is the Business - Why You Need a Real Partnership Agreement with Av Sinensky (Falcon Rappaport & Berkman)

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

This week, we go IN FOCUS where we explore more advanced wealth planning topics.

Today, we are joined by Av Sinensky, Esq., Partner, Falcon Rappaport & Berkman LLP based in Rockville Center, NY who will be discussing “When the Family Is the Business: Why You Need a Real Partnership Agreement.”

By way of background, family-owned companies often put off or avoid adopting written partnership agreements - instead relying on trust, history and shared interests - a model that can work...until it doesn't. This episode will explain why a written partnership agreement is necessary even for a family business...and sometimes especially for a family business. It will also explore the various pressure points that a well-written partnership agreement addresses, including economics, management, conflict resolution and succession planning.

***UPCOMING LIVE SPRING WEBINAR: My next webinar is on Thursday, April 30th featuring Brian M. Balduzzi, Esq., and Lisa Presser, Esq. both from Faegre Drinker Biddle & Reath LLP based in both Philadelphia and Princeton, NJ. Brian and Lisa will be discussing “Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps for 2026 and Beyond.” You can register here: https://us02web.zoom.us/webinar/register/WN_x9jFRCs3QDuEbmuW8hPerQ

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com

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Episode 179: Writing Off Pesach Programs, Planning For Young Singles, & Roosevelt On Old Age

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including: ...

23 Sep 32min

Episode 178: IN FOCUS: NYC Pied-à-Terre Surcharge with K. Eli Akhavan (Grant, Herrmann)

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. This week, we go IN FOCUS where we explore more...

16 Sep 30min