Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Preparing to transfer your wealth to the next generation is important, but it’s also important to consider how philanthropy can help prepare the next generation to receive your wealth.

In this episode of the Wealth Stream podcast, Tim Scannell of HighTower Great Lakes shares how he and his team encourage clients to engage their families in their philanthropic legacy giving.

In this episode, you’ll learn:

• How protecting a family brand is equally as important as protecting financial assets
• How philanthropy helps open up the conversation about money and saving with children and grandchildren
• Why you should ask ‘why’ to your mentors when choosing the organizations to support
• Why using philanthropy as a part of your overall financial plan is such a great tool
• The importance of speaking with families about current philanthropy and moving towards an organized family plan for charitable giving
• And more!

Join Tim now to learn all about charitable giving!

Resources:  HighTower Great Lakes

 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

So, you’ve sold the family business — now what?

In part four of Tim Scannell’s Looking Downstream mini-series, Tim discusses the way his team helps clients protect their funds for generations to come.

In this episode you’ll learn:

• The way that HighTower Great Lakes protects clients’ wealth
• Why HighTower Great Lakes definition of wealth encapsulates so much more than financial assets
• Tim’s process for multi-generational family meetings
• The importance of focusing on transition points in life — and being prepared for positives and negatives that come from those
• And more!

Tune in now to learn how you can protect your wealth for generations to come!

Resources:  HighTower Great Lakes | Looking Downstream: Part 1 | Looking Downstream: Part 2 | Looking Downstream: Part 3