Valuations, tax strategies, and legal structures can all be planned.

Family dynamics can't.

Whether it's a closely held family business, inherited assets, or a transition involving multiple generations, the greatest risks often aren't financial—they're relational.

Long-standing roles, unspoken expectations, sibling dynamics, and competing visions for the future can often shape every decision long before the strategy begins.

While advisors dedicate years to mastering the technical aspects of a transaction, far less time is spent developing the clarity and skills required to navigate the family dynamics that often determine success.

Join Chad Tourin, Founder of KINNECT Financial and Daily Drip Community Partner, for a candid conversation with Daily Drip Thought Leaders Lidice F. Porro, healthcare private practice lawyer and founder of LFPorro Law, Alexa Rosario, Probate Real Estate Specialist and Founder of Heirloom, a platform to support the journey of legacy transfer, and Nicole Mastrangelo, Co-Founder & CEO of The Daily Drip, who will share her family's experience navigating the sale of their multi-generational pest control business.

Together, they'll explore the often-overlooked role family dynamics play in business transitions, inheritance, and succession planning.

This experience takes place at The Fort Pickleball, where play and community come together!

Enjoy one hour of pickleball play or a beginner group lesson, followed by lunch and an interactive fireside chat.

Space is limited to 25 attendees.

About the Series

THE ENDGAME is a private, three-part series built for legal, financial, and strategic business advisors, powered by The Daily Drip and presented by Chad Tourin—licensed CPA, attorney, Certified Financial Planner™ (CFP®), Founder of KINNECT Financial, and Daily Drip Community Partner.

Through candid, experience-driven conversations, this series is designed to unpack the realities when deals stall, valuations fall short, or transition plans fail under pressure, while also sharpening the guidance advisors offer their clients and expanding how we should think about our own eventual transition.