EPISODE · Nov 16, 2023 · 43 MIN
The Retirement Clinic-10-28-23 – Keep Family Wealth in the Family
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
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.
What this episode covers
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.
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The Retirement Clinic-10-28-23 – Keep Family Wealth in the Family
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Frequently Asked Questions
How long is this episode of Kowal Investment Group - Now Creative Planning?
This episode is 43 minutes long.
When was this Kowal Investment Group - Now Creative Planning episode published?
This episode was published on November 16, 2023.
What is this episode about?
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...
Can I download this Kowal Investment Group - Now Creative Planning episode?
Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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