Legacy Strategies for the $15–50M Entrepreneur with Steven Bowles

Successful entrepreneurs and investors are courageous heroes—having built significant wealth for themselves and those that lean on them, yet they still face the risks of losing it with tax erosion, lack of liquidity or worse, forced asset or fire sales. Further, things that aren't written down tend to not be well defined. And when will they declare their wishes to others - while alive or during the reading of the will?In this episode, hostess Angelina Carleton speaks with Steven Bowles, founder of Catalyst Advisory and a former family office advisor, about translating wealth strategies into practical, accessible solutions. We speak about how the ultra-wealthy use tools like strategically designed life insurance, private banking concepts, and family governance systems to protect and grow wealth for 100+ years. Tune in if your parents forgot to tell you about these things at the kitchen table growing up so you can avoid specific pitfalls that cause most families to lose many forms of capital by the second generation!-Steven Bowles is the founder of Catalyst Advisory and a Chartered Life Underwriter (CLU®) who specializes in helping entrepreneurs, investors, and business owners protect and preserve generational wealth. After spending seven years working inside family offices advising ultra-high-net-worth families, he now brings those sophisticated strategies to successful individuals with $15–50 million in net worth—an often underserved market. Steven focuses on advanced planning strategies including asset protection, life insurance design, succession planning, and tax-efficient wealth transfer.Learn more at https://catalystadvisory.io.-At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.-Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.