Episode 5 – Looking Downstream: Part 4

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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