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Are your children — your heirs — clearly passionate about your business? Do they express their vision for the future? Will they problem-solve their way to prosperity?

In this episode, Tim Scannell uncovers six traits that entrepreneurial kids tend to possess. Using examples from his own life and that of his clients, Tim shows you how to prepare your children for success, especially if they are showing the true traits of being entrepreneurial. 

In this episode, you will learn:

• How to properly prepare your heirs to receive wealth
• What the six traits of an entrepreneur are and how to develop them
• Who might be best to talk to your kids about the future (it might not be you!)
• And more!

Tune in now and learn how to get a sense of whether your kids are entrepreneurial!

Resources:   HighTower Great Lakes: (219) 246-5370 

 

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Wouldn’t it be great to have the confidence of knowing your wealth is preserved, your assets are protected, or even that the next generation is equipped to manage their wealth?

In this episode, Tim Scannell discusses how entrepreneurial business owners, even with the most complicated financial situations, can achieve their optimal financial world. Listen in as Tim walks you through questions that will test your knowledge of your business and personal finances with the purpose of uncovering how you can improve and live more optimally.

In this episode, you will learn:

• How the services from a virtual family office can help you stay on track 
• What level of service entrepreneurs of all stages (i.e. super wealthy or on their way) could use from a family office
• Keys to building your professional team
• And more!

Tune in now and learn what changes you could make to achieve your optimal financial world. 

Resources:  HighTower Great Lakes: (219) 246-5370 

 

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Everyone wants to protect their wealth, no question about it. But have you considered that if you’re a high-income earner, you’re more vulnerable to litigation?

In this episode, Tim Scannell unwraps strategies for shielding your wealth, with a special focus on asset protection strategies. This is a must-listen conversation in which Tim walks you through three takeaways that not enough high-earners know while sharing client-examples along the way. 

In this episode, you will learn:

• Which question Tim asks his clients first about their risk and why
• Who to include in your team of professionals
• What Tim does to help clients avoid lawsuits and motivate creditors to settle
• Why insurance can be a low-cost, high-benefit way to protect yourself
• Why transparency is a critical part of asset protection
• And more!

Tune in now and gain clarity on how you can protect your assets! 

Resources:   HighTower Great Lakes: (219) 246-5370 

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Get ready for a tour of HighTower’s process that addresses clients’ advanced planning needs!

In today’s episode, Tim Scannell discusses the wealth management process at HighTower Great Lakes. He sheds light on how he gets to know clients during the first stage called the discovery process and which types of information he is most interested in gathering. 

In this episode, you will learn:

• What the wealth management process looks like at HighTower Great Lakes
• The different aspects covered in the wealth management process 
• The kinds of information gathered during the discovery process
• The main priorities covered with each client during the discovery process
• About different types of client personalities (e.g. The Family Steward, The Independent, etc.)
• And more!

Tune in to learn how Tim and his team get to know their clients during the first stage of the wealth management process.

Resources:   HighTower Great Lakes