Business owners often spend years growing revenue, hiring teams, and building value, but what happens if a partner dies, becomes disabled, or wants out?

In this episode, Robert Schlesinger and Dan Paikin speak with Howard Koh, Partner at Meister Seelig & Schuster, about why operating agreements, buy-sell planning, key person coverage, and clear valuation rules matter before problems appear. Howard explains how written agreements can reduce costly disputes, how funding can protect continuity, and what owners should review before a future sale.

Howard discusses:

• Why business owners should plan for partner death, disability, retirement, and disagreements early
• How operating agreements create rules when partners no longer agree on the next move
• Why funded buy-sell agreements can reduce delays, conflict, and pressure on the business
• How key person coverage helps address revenue loss, payroll, rent, and replacement costs
• What owners should review before a sale, from books and contracts to HR and IP ownership
• And more!

Connect with Tempus Financial Group:

• Tempus Financial Group
• LinkedIn: Daniel Paikin, RICP®
• LinkedIn: Robert Schlesinger
• LinkedIn: Tempus Financial Group
• tempusinfo@tempus-financial.com
• 516-672-0784

Connect with Howard Koh:

• LinkedIn: Howard Koh
• Website: Meister Seelig & Schuster

About our Guest:

Howard Koh has built his career on one principle: when businesses face high-stakes real estate disputes in New York City, they deserve a relentless advocate in their corner. Known as The Guardian of Real Estate Rights, Howard has spent more than 30 years protecting and enforcing the real estate rights of business clients across the full spectrum of disputes: commercial landlord-tenant conflicts, commercial mortgage foreclosures, mezzanine debt, mechanic’s liens, construction disputes, and partnership disagreements.

Howard represents both sides of the table with equal command. Whether advocating for landlords or tenants, lenders or borrowers, owners or contractors, Howard brings a strategic, aggressive approach that consistently delivers results. Howard’s clients trust him not only to fight hard in the courtroom, but to negotiate with precision and advise with clarity.

A graduate of the University of Pennsylvania and Cornell Law School, Howard began his career at Proskauer Rose, an AM Law 100 firm, and now practices at Meister Seelig & Schuster, where he has built his practice and reputation over the past 25 years.

Strong communication shapes how people trust you, understand you, and decide whether to move closer or pull away.

What helps someone connect in a room, calm their nerves, and speak in a way people actually remember?

In this episode, Dan Paikin and Robert Schlesinger speak with Rachel Hanfling, Communications Coach, about how better communication can improve public speaking, interviews, sales conversations, and client relationships. They explore why communication is a trainable skill, how to meet people where they are, why simple language creates a stronger connection, and how listening, clarity, and steady practice help people build trust and make a lasting impression.

Rachel shares:

• Why public speaking nerves are normal, and how honesty and reframing can help people handle them more calmly
• How meeting people where they are creates a stronger connection in interviews, sales talks, and presentations
• Why simple language builds trust faster than jargon when people need clarity, direction, and confidence
• How listening with full attention can make others feel valued, understood, and more open to connection
• Why verbal habits, posture, and delivery improve only through steady practice in everyday conversations
• And more!

Connect with Tempus Financial Group:

• Tempus Financial Group
• LinkedIn: Daniel Paikin, RICP®
• LinkedIn: Robert Schlesinger
• LinkedIn: Tempus Financial Group
• tempusinfo@tempus-financial.com
• 516-672-0784

Connect with Rachel Hanfling:

• LinkedIn: Rachel Hanfling
• Website: Rachel Hanfling
• TikTok: @rachelhanfling

About our Guest:

Rachel Hanfling is an Emmy-nominated media and public speaking coach with three decades of experience helping individuals command attention and deliver their message with authority in high-visibility settings.

She works with leaders, founders, authors, sales professionals, and purpose-driven individuals on media training, public speaking, executive presentations, and high-stakes communication.

Rachel has prepared clients for appearances throughout major media including Today, Good Morning America, CBS Mornings, Shark Tank, and QVC, as well as podcasts, live events, major stages, board presentations, investor meetings, and critical professional conversations.

She is known for creating clarity out of chaos and guiding impact and influence. While her clients span industries, her primary objective is for each to confidently show up with speech, body, voice and energy to achieve what they want.

Rachel is the creator of multiple courses, including Own the Power of Your Story, Confident and Worthy, Media Power Plan, Your Impact Rising, Listening for Impact, and Comfortably Living in the 1%.

Rachel teaches at Harvard and works with clients internationally.

She is a graduate of the University of Wisconsin–Madison, a certified high-performance trainer, and lives in New York City with her twins.

Lasting wealth is rarely accidental. It is shaped by intention, structure, and a clear sense of purpose that extends beyond one lifetime.

In this episode of The Tempus Podcast, Daniel Paikin and Robert Schlesinger explore what set the Rockefeller family apart and why their wealth and values continue generations later. They contrast that approach with families whose fortunes faded due to a lack of structure and foresight. The conversation breaks down family constitutions, trusts, liquidity planning, and the role permanent life insurance played in keeping assets unified.

Throughout the episode, they connect these ideas to practical steps families can apply today, regardless of net worth, to define purpose, protect assets, and create continuity across generations.

Key takeaways:

• Why long-term planning creates ripple effects that support charities, families, and communities for generations
• How family constitutions help prevent fragmentation of wealth and guide responsible stewardship
• The role of trusts in protecting assets from taxes, creditors, and probate delays
• Why permanent life insurance became a core liquidity tool for multigenerational planning
• How everyday families can adapt Rockefeller principles without extraordinary wealth
• And more!

Resources:

• Book: What Would the Rockefellers Do? by Garrett Gunderson

Connect with Tempus Financial Group:

• Tempus Financial Group
• LinkedIn: Daniel Paikin, RICP®
• LinkedIn: Robert Schlesinger
• LinkedIn: Tempus Financial Group
• tempusinfo@tempus-financial.com
• 516-672-0784