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.

Episode metadata supplied by the publisher feed · Published Nov 16, 2023

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The Retirement Clinic-10-28-23 – Keep Family Wealth in the Family

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