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

Published: Nov. 5, 2023, 4:05 a.m.

b'

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."\\xa0

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.\\xa0

Learn how you can prepare for a successful exit and safeguard your assets.The process can take two to three years and you\\u2019ll 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/

\\u2764\\ufe0f Show us the love: \\xa0Submit a review for "Succession Stories" on Apple Podcasts or Spotify

_______________________________________

My Links:

\\u23f0\\ufe0f Meet With Laurie: https://thebusinesstransitionsherpa.com/connect/

\\U0001f399 Podcast: https://podfollow.com/succession-stories

\\U0001f310 Website:\\xa0https://TheBusinessTransitionSherpa.com

\\U0001f3a5 YouTube:\\xa0https://www.youtube.com/@successionstoriespodcast

\\U0001f60e Instagram:\\xa0https://www.instagram.com/lauriebarkman/

\\u2716\\ufe0f Twitter:\\xa0https://twitter.com/LaurieBarkman

\\U0001f63a TikTok:\\xa0https://www.tiktok.com/@businesstransitionsherpa

_______________________________________

\\U0001f4d8 THE BUSINESS TRANSITION HANDBOOK:

Get a free PDF copy of "The Business Transition Handbook" by author Laurie Barkman:\\xa0

https://thebusinesstransitionhandbook.com

OR text TRANSITION to +1-762-320-2826

\\xa0

\\xa0

\\xa0

\\xa0

\\xa0

'