Los Angeles Succession Planning2021-03-25T17:51:16-05:00
Los Angeles Succession Planning Satellite office, serving clients across the country

21021 Ventura Blvd., Ste 400
Woodland Hills, CA 91364
818.702.0889 x 1155 (T)
818.702.8850 (F)

Meet Our Entire Team
Image credit: Downtown Des Moines, by Mark Hesseltine

Jeff Bannon

Partner

Succession Advisor

jeffbannon@rawlsgroup.com
818.702.0889 x 1125
Los Angeles, CA

Executive Assistant

Stacey Philipsen
818-702-0889, extension 1158
stacey@rawlsgroup.com

Articles by Jeff

Jeff partners with the owners of capital-intensive businesses and their families helping navigate and attain their long-term business strategy and succession planning goals.

For more than a decade Jeff has collaborated with ultra-high-net-worth individuals and their other advisers such as attorneys, CPA’s and financial firms addressing complex personal financial and estate planning dynamics to ensure the business and family can thrive for future generations. Jeff has experience working in industries including multi-unit franchising, automotive retail and professional services addressing the sell/keep crossroad with business owners. ‘

Jeff melds his experience helping owners develop management bench strength and unraveling complex interpersonal issues with the knowledge acquired through being Series 7 and 66 licensed. He is one of the top Los Angeles Succession Planning experts, and is a frequently requested speaker and has authored articles for a variety of industry and local publications about strategies owners can use to overcome the complexities facing business succession. He graduated with a bachelor’s degree in Economics from the University of California Santa Barbara and played professional baseball for eight seasons. He and his wife reside in Southern California with their two children where they can enjoy an array of outdoors sports and activities, including coaching little league.

hugh-roberts-the-rawls-group-family-business-succession-plannerHugh B. Roberts

Partner

Succession Advisor

hbroberts@rawlsgroup.com
818.702.0889 x 1155
Los Angeles, CA

Executive Assistant

Meg Snow
818-702-0889, extension 1141
msnow@rawlsgroup.com

Articles by Hugh

Hugh B. Roberts, a member of The Rawls Group since 1996, specializes in dealing with issues that must be resolved by clients and their families in order to preserve assets and develop succession plans for their organizations. Working in concert with the client’s other advisors, Hugh orchestrates the development of an integrated plan addressing the business, tax, financial, family and emotional issues, which must be overcome to ensure the preservation of businesses, estates and families. He has also been regarded as one of the top Los Angeles Succession Planning experts by his peers.

Hugh has delivered seminars to over 60 Automotive Twenty-Groups, the North Carolina, Utah and Michigan Auto Dealers Associations, and many NADA Conventions over the past 20 years. Hugh has a Bachelor of Arts from the University of Colorado, a Master of Arts from Fuller Seminary, and is a CFP® professional.

Resources

What Will Your Estate Planning Produce – Gratefulness or Resentment?

By |

As of July 2021, the lifetime exemption is $11.7M per person and $23.4M per married couple. However, we expect a significant reduction in the lifetime exemption due to President Biden's tax proposals, if not this year, then no later than December 31, 2025. As a result, common questions we are hearing are: How will [...]

Family Business: Harboring Gratitude versus Resentment

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Listen in to Hugh’s insight into how to create meaningful strategies to ensure you are harboring gratefulness versus unintended resentment amongst family. A grateful heart is significant when we feel we’ve gone above and beyond to provide something for our children/grandchildren. Knowing our children are thankful usually inspires us to [...]

It’s Tough Being Your Kid!

By |

How do you mentor a child who is interested in joining your business, give them the greatest possibilities for succeeding, without making them feel and believe they need to be just like you? First, embrace that your child is different from you. So, if they feel they have to be like you to succeed, [...]

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