I was recently interviewed for an article written by a local charitable foundation and featured in their e-Newsletter and on their web site - here - about advisors ‘popping the question’ about philanthropy.  The story is connected to my work with business owners and provides a ‘heads up’ for them to think about philanthropy as part of their exit planning from both a tax and post-transaction lifestyle standpoint. Please contact me if you want to learn more.

John F. Weeks III, CExP™
Managing Director
Harvest Capital Management
Family Wealth & Business Transition Planning
jweeks@harvestcap.com