Joe Goodman

With a wealth of experience as a multidisciplinary and holistic family business advisor, Joe works extensively in succession planning and matters relating to family business ownership. Joe's practice is focused on estates, wills and trusts, income and estate tax, probate and estate planning and related matters.

Joe has been providing services to high net worth families and family-owned businesses for more than 30 years and routinely facilitates the communication and decision-making process for families dealing with issues that overlap the family system and the business system.

Mr. Goodman is a Certified Public Accountant and a Professional Financial Specialist. He holds a certificate in family business advising with a Fellow status from the Family Firm Institute and is also a fellow in the American College of Trust and Estate Counsel.

As and author, he has been a collaborator and writer of five books related to family business law and he has written over 50 articles for various state, regional and national publications. He is a regular lecturer and sought after speaker at numerous legal and professional association meetings.

His most recent book, Rich Widows Live Forever, is a practical guide for building and sustaining, protecting and preserving family wealth. This book provides some of the best analysis and practical advice to help manage and build lasting wealth while navigating through the emotion-based issues and dynamics of the family.