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Moran Wealth Management Moran Wealth Management® is a full-service investment management firm.

Most family businesses are built over a lifetime. Without a thoughtful plan in place, many do not continue beyond the fi...
10/26/2026

Most family businesses are built over a lifetime. Without a thoughtful plan in place, many do not continue beyond the first generation.

Approximately 40% of family businesses make it to the second generation (Source: Cornell SC Johnson College of Business). In many cases, challenges during transition are tied to a lack of formal succession planning, clear communication, and financial structures designed to support continuity.

Protecting what you’ve built means going beyond the balance sheet. This can include establishing periodic valuations ahead of a transition event, preparing for potential “Triple D” scenarios—death, disability, or divorce—and using objective data to help guide complex family conversations.

The best time to build that foundation is well before it’s needed.

In this episode of Quarter Over Quarter, we explore financial tools and family governance strategies that can help closely held businesses navigate transitions across generations.

Listen now on your favorite platform:

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10/23/2026

Succession planning in a family business often begins with a foundational question: what is the priority?

When the goals of the next generation differ from those of the founder, the initial vision is typically established by the founding generation, helping define the direction of the business over time.

A clearly articulated mission can then help guide how the business may be structured. This can include considerations such as partnerships, LLCs, and the use of voting and non-voting shares, which are commonly used to balance control and ownership transition.

Establishing an appropriate structure early is one of several important factors that can influence how a business is preserved and transferred across generations.

In this episode of Quarter Over Quarter, we explore general considerations for family business owners as they think about aligning vision, structure, and long-term transition planning.

Listen now on your favorite platform:

YouTube: 🔗 https://na2.hubs.ly/H08zZP50

Apple: 🔗https://na2.hubs.ly/H08zZP60

Spotify: 🔗https://na2.hubs.ly/H08zZNM0
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A strong firm starts with strong people.As a growing, employee-owned independent RIA, we believe the best client experie...
10/23/2026

A strong firm starts with strong people.

As a growing, employee-owned independent RIA, we believe the best client experiences begin with professionals who value high standards, continuous growth, and meaningful relationships.

🔗 Learn more about careers at Moran Wealth:

https://na2.hubs.ly/H08yjRN0

Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
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10/22/2026

Not every family member wants a role in the business—and not every family conversation around that is easy.

In some cases, families explore ways to support individual goals outside of the business while still aligning around a broader family mission.

In this episode of Quarter Over Quarter, we discuss how these dynamics can play out and how families think through them.

Listen now on your favorite platform:

YouTube: 🔗 https://na2.hubs.ly/H08yj8z0

Apple: 🔗https://na2.hubs.ly/H08yhJP0

Spotify: 🔗https://na2.hubs.ly/H08yhJQ0

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The financial advisory industry operates under two distinct standards of conduct. Which one applies to your advisor depe...
10/22/2026

The financial advisory industry operates under two distinct standards of conduct. Which one applies to your advisor depends on how they are registered, how they are compensated, and what type of firm they work for.

Registered investment advisers are held to a fiduciary standard, an ongoing duty that applies across the whole of the relationship. Broker-dealers are held to Regulation Best Interest, which attaches at the moment of a specific recommendation and permits certain conflicts of interest so long as they are disclosed and mitigated.

When the assets involved are substantial, that structural difference deserves attention well before it becomes relevant. Our latest insight explains both standards, where conflicts reside within compensation, and the questions worth putting to your current advisor directly.

🔗 Read the full piece: https://na2.hubs.ly/H08d7Xx0

Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
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Please join us in welcoming Griffin Kaye, Digital Marketing Specialist at Moran Wealth Management®.Griffin will support ...
10/21/2026

Please join us in welcoming Griffin Kaye, Digital Marketing Specialist at Moran Wealth Management®.

Griffin will support the ex*****on of the firm's digital marketing across our website, social channels, email campaigns, and performance reporting, working alongside our marketing team.

He holds a bachelor's degree in Marketing and an MBA with a concentration in Digital Marketing, both from Florida Gulf Coast University.

We are glad to have him with us. Welcome to the team, Griffin.

🔗 Learn more about careers at Moran Wealth: https://na2.hubs.ly/H08d6jF0

Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
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⚖️ https://na2.hubs.ly/H08d6hN0

Built on discipline. Grounded in community.For our clients, discipline means a thoughtful strategy built around your goa...
10/15/2026

Built on discipline. Grounded in community.

For our clients, discipline means a thoughtful strategy built around your goals, priorities, and future, with guidance that stays focused on what matters most to you. Community means working with a Naples-based team that values relationships, perspective, and trust, and takes pride in serving the families and business owners of Southwest Florida.

Moran Wealth Management® is proud to be named a 2026 Naples Daily News Community's Choice Awards Winner in Naples and Bonita Springs, and a Finalist in Fort Myers.

🔗 Learn more about our approach: https://na2.hubs.ly/H08n6bp0

Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Rankings are not indicative of future performance.
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What’s Ahead for the Markets? Hear from Barron’s #1 Independent Advisor in Southwest FloridaJoin Tom Moran, AIF®, Chair...
10/14/2026

What’s Ahead for the Markets? Hear from Barron’s #1 Independent Advisor in Southwest Florida

Join Tom Moran, AIF®, Chairman, CEO, and CIO, as he shares his perspective on today’s market environment, emerging trends, and key considerations for investors.

Thursday, October 22nd, 11am to 1pm
Thursday, November 19th, 12pm to 2pm

Hear directly from Tom, ask questions, and engage in a meaningful conversation about what may lie ahead.

Registration is free, and seating is limited. Reserve your seat at https://na2.hubs.ly/H08n5YF0
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Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
⚖️ https://na2.hubs.ly/H08n5-K0

Most portfolios contain a few positions that never quite get revisited.Cash that accumulated for a reason that has since...
10/14/2026

Most portfolios contain a few positions that never quite get revisited.

Cash that accumulated for a reason that has since passed, and simply stayed. A holding that has grown large over the years, where the obstacle to trimming it is the tax bill rather than the thesis. Shares acquired decades ago that no longer reflect how you would build a portfolio today.

Tax-aware portfolio solutions are built for situations like these, and the common thread among them is a measured transition rather than a single taxable event. Four situations come up most often:

- A concentrated position you have been reluctant to sell
- Legacy holdings that no longer fit
- Cash sitting outside your managed strategy
- A large gain you already know is coming

None of these approaches eliminates taxes, and none of them is right for everyone. What makes them work is coordination. At Moran Wealth Management®, we coordinate regularly with our clients' existing CPAs, attorneys, and transaction professionals so that planning across tax, legal, and investment decisions stays aligned. Your tax professional knows your return, we know the portfolio, and the useful work tends to happen where those two meet.

Interested in learning more? Reach out to a member of our team.

🔗 https://na2.hubs.ly/H085vz00

This content is provided for informational and educational purposes only and is not a recommendation or personalized investment, tax, or legal advice. All investing involves risk, including the potential loss of principal, and certain strategies employ leverage or derivatives, which involve additional risks. There is no guarantee that any strategy will generate tax losses, offset gains, or reduce tax liability. Outcomes depend on individual cost basis, holdings, income, and tax circumstances. Eligibility requirements, including account minimums, apply and vary by strategy. Moran Wealth Management does not provide tax, accounting, or legal advice. Please consult your own qualified tax and legal professionals.

Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
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⚖️ https://na2.hubs.ly/H085vz20

10/13/2026

Some planning strategies become more effective when multiple objectives are aligned at the same time.

In situations involving concentrated positions, appreciated assets, and ongoing charitable intent, the conversation often extends beyond simply making a donation. It becomes a broader discussion around diversification, tax efficiency, and long term planning priorities working together within the same framework.

Rather than viewing these decisions independently, the value often comes from understanding how one action may influence several areas of a financial plan simultaneously.

That interconnected thinking is what sits at the center of many advanced planning conversations.

Watch the full episode of Quarter Over Quarter to hear how these strategies are evaluated in practice and where they may fit within a broader wealth management approach.

YouTube: 🔗https://na2.hubs.ly/H08d3_s0

Apple: 🔗https://na2.hubs.ly/H08d40B0

Spotify: 🔗https://na2.hubs.ly/H08d4l10

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Address

5801 Pelican Bay Boulevard Suite 110
Naples, FL
34108

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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