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 on Rate This Podcast: https://ratethispodcast.com/successionstories
_______________________________________
SIGN-UP FOR NEW MASTERCLASS
TO MAXIMIZE VALUE AND EXIT ON YOUR TERMS:
“Endgame Entrepreneurship: Build With The Exit In Mind”
_______________________________________
Embark on a journey of understanding and practical application as we navigate ways to avoid entrepreneur burnout, unveiling the potential for growth and empowerment. Unlock deeper insights into the transformative realm of entrepreneurship and scalability by engaging with us through various social media platforms:
My Links:
🌐 Website: https://btsherpa.com
⏰️ Meet With Laurie: https://btsherpa.com/connect
🎙 Podcast: https://podfollow.com/succession-stories
🎥 YouTube: https://www.youtube.com/@TheBusinessTransitionSherpa
😎 Instagram: https://www.instagram.com/lauriebarkman/
✖️ Twitter: https://twitter.com/LaurieBarkman
😺 TikTok: https://www.tiktok.com/@businesstransitionsherpa
_______________________________________
📘 THE BUSINESS TRANSITION HANDBOOK:
Get a free digital copy of “The Business Transition Handbook: How To Avoid Succession Pitfalls and Create Valuable Exit Options” by author Laurie Barkman:
