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70. 3 Critical Wealth Planning Mistakes Family Business Owners Make

70. 3 Critical Wealth Planning Mistakes Family Business Owners Make

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Running a family business is complex—it’s easy to overlook simple things and then find your business in a complicated scenario.

In this episode, Tim Scannell shares three critical wealth planning mistakes he sees family business owners make. Tim walks you through each mistake and provides an example that showcases the types of issues that may arise.

Tim discusses:

  • Why your team may be working with the wrong advisor
  • Why focusing too much on tax minimization is a mistake
  • Family business owners failing to keep their wealth plans accurate
  • Why sometimes in our lives, we’re better off hiring specialists
  • And more

Resources: 

Episode 46 – Finding Your Advisor Glass Slipper

Connect With Tim Scannell:

 

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