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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.
About the author
Sandy Pollack is the founder of Trimaran Advisory Group Ltd., a financial advisory firm that goes beyond traditional business and estate planning. Sandy and her team recognize the unique family dynamics, as well as personal and economic complexities, entrepreneurs and self-employed professionals face. Serving as both principal and Lead Financial Advisor, Sandy is an advocate for values-based legacy planning-believing that building wealth and managing wealth are not the same thing. Sandy is certified as a Family Enterprise Advisor, Certified Financial Planner, Chartered Life Underwriter, and Trust and Estate Practitioner. She lives in Ottawa, Canada, with her husband, Steven, their three children, and their family dog, Mia.
