In this special Season 1 finale, Penny DiGiovanna reflects on what she’s learned from a year of conversations about legacy, wealth, and family governance.From second marriages and blended families to business transitions and inhe...

A Tale of Two InheritancesWhat makes the difference between a smooth wealth transfer and a family crisis?In this episode of the Family Wealth Blueprint Podcast, Penny DiGiovanna shares a “tale of two inheritances.”...

In this episode of The Family Wealth Blueprint Podcast, Penny shares Rachel’s story: a successful entrepreneur who built a real estate portfolio and finds herself navigating the complexities of divorce. On the surface, it looked like s...

In this episode of The Family Wealth Blueprint, Penny shares the cautionary story of the Millers—a family who lost more than a loved one when their business-owning patriarch passed away. Without clear succession planning, g...

In this episode, we explore what family wealth planning really looks like at Financial Planning By Design. This isn’t just about money—it’s about people, purpose, and the kind of legacy that holds meaning across generations.I’ll introduc...