Nov 5, 2023

138: How To Maximize Wealth and Your Legacy, Tim Scannell

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/

❤️ Show us the love:  Submit a review for “Succession Stories” on Apple Podcasts or Spotify

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My Links:

⏰️ Meet With Laurie: https://thebusinesstransitionsherpa.com/connect/

🎙 Podcast: https://podfollow.com/succession-stories

🌐 Website: https://TheBusinessTransitionSherpa.com

🎥 YouTube: https://www.youtube.com/@successionstoriespodcast

😎 Instagram: https://www.instagram.com/lauriebarkman/

✖️ Twitter: https://twitter.com/LaurieBarkman

😺 TikTok: https://www.tiktok.com/@businesstransitionsherpa

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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:

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Case studies, examples, templates, and tools for business transition, plus notification of new episodes.

The Business Transition Handbook

The Business Transition Handbook

Preparing owners to navigate the emotional and practical nature of the transition process so you can exit on your terms and avoid succession regrets.

“A game changer to help you win in your exit and in life.”

 

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