6 hrs 21 mins | BUSINESS and ECONOMICS | DevelopmentBuilding wealth, managing wealth, and transitioning wealth are not the same thing.
You’ve built your business, dedicated vast amounts of time and money to it, and now you’re ready to consider your legacy. What are you passing on, and how does it reflect your values? Is your family prepared for the legacy they will receive, or are you leaving them a mess?
In Don’t Leave a Mess!, estate planner and family business advisor Sandy Pollack unpacks what it mea...
Building wealth, managing wealth, and transitioning wealth are not the same thing.
You’ve built your business, dedicated vast amounts of time and money to it, and now you’re ready to consider your legacy. What are you passing on, and how does it reflect your values? Is your family prepared for the legacy they will receive, or are you leaving them a mess?
In Don’t Leave a Mess!, estate planner and family business advisor Sandy Pollack unpacks what it means to make wise choices for your business that not only protect what you have worked so hard to build but reflect your why. With more than twenty years in the industry, Sandy helps family business owners unravel the complexities that running a successful business and building significant wealth can create.
Join Sandy in a thoughtful exploration of your own history and values so you can set the right priorities, choose the right team of professional advisors, simplify your legacy, and communicate with your family so that no mess is left behind.
| # | Title | Duration |
|---|---|---|
| 1. | Don't Leave a Mess - Opening Credits |
0 mins 17 secs |
| 2. | Dedication |
0 mins 23 secs |
| 3. | Introduction |
16 mins 13 secs |
| 4. | THE PRICE OF SILENCE |
35 mins 39 secs |
| 5. | UNDERSTAND YOUR STORY AND SHARE IT |
32 mins 19 secs |
| 6. | GIVING WITH PURPOSE |
32 mins 15 secs |
| 7. | A LEGACY OF STEWARDSHIP |
55 mins 33 secs |
| 8. | PICK YOUR ADVISORY TEAM |
52 mins 53 secs |
| 9. | TAXES: TRUTH OR CONSEQUENCES |
27 mins 25 secs |
| 10. | CONSIDER HUMAN CAPITAL RISK |
42 mins 44 secs |
| 11. | GET IT IN WRITING |
46 mins 03 secs |
| 12. | YOURE NEVER DONE TILL YOURE IN THE BOX |
20 mins 52 secs |
| 13. | Conclusion |
7 mins 20 secs |
| 14. | Acknowledgments |
4 mins 13 secs |
| 15. | About the Author |
1 mins 40 secs |
| 16. | Don't Leave a Mess - Credits |
0 mins 30 secs |
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