The daily drama of money and work from the BBC.
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The Retirement Clinic-10-28-23 – Keep Family Wealth in the Family
MP3•Episode home
Manage episode 384197220 series 2412825
Content provided by Kowal Investment Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kowal Investment Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Aaron Kowal and guest Chris Berens of Horicon Bank discuss how you can keep family wealth in the family, examine working with a third-party trustee to ensure your wishes are carried out, and share insights for why a family business owner should work with a corporate trustee.
…
continue reading
279 episodes
MP3•Episode home
Manage episode 384197220 series 2412825
Content provided by Kowal Investment Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kowal Investment Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Aaron Kowal and guest Chris Berens of Horicon Bank discuss how you can keep family wealth in the family, examine working with a third-party trustee to ensure your wishes are carried out, and share insights for why a family business owner should work with a corporate trustee.
…
continue reading
279 episodes
All episodes
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