This interview is sponsored content by State Street Investment Management. The content and opinions expressed are those of the participants and should not be considered investment, legal or financial advice.

Ric Edelman, founder of The Truth About Your Future sat down with Annie Brinckman, Wealth Advisor and Managing Partner of Capital Planning Wealth Management to talk about the process she and partner Jonathan Carpenter navigated while helping to take over and manage the $850 million-asset, 17-employee business from its two founders, one of whom is her father.