Succession Stories host Laurie Barkman, The Business Transition Sherpa(TM), welcomes Tim Scannell, Managing Director, Partner at Hightower Great Lakes. Tim is the Managing Director at Hightower Great Lakes and host of “The Wealth Stream Podcast.”
As an expert in proactive wealth management and tax planning, Tim guides families and business owners toward their financial aspirations.
Laurie and Tim pull back the curtain on what a virtual family office is and what value they provide to owners and enterprising families.
Learn how you can prepare for a successful exit and safeguard your assets. The process can take two to three years and you’ll want to get professionals involved up front.
Enjoy this Succession Stories episode to maximize wealth and preserve your financial legacy.
Listen to learn more about:
- Wealth Management Process
- Working With Advisors
- Parallel Path Planning
- What is a Virtual Family Office
Find Tim Here: https://hightowergreatlakes.com/
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📘 THE BUSINESS TRANSITION HANDBOOK:
Get a free PDF copy of “The Business Transition Handbook” by author Laurie Barkman:
https://thebusinesstransitionhandbook.com
OR text TRANSITION to +1-762-320-2826
TRANSCRIPT:
