Leave a Legacy, Not a Mess With Sandy Pollack

Women's Wealth Canada

In this insightful episode of the Women's Wealth Canada Podcast, host Glory Gray sits down with Sandy Pollack, an esteemed estate planner and family business advisor, to discuss the vital importance of leaving a legacy that benefits future generations rather than creating a burden. Sandy, author of "Don't Leave a Mess: How to Disaster Proof Your Family Legacy," shares her expertise on navigating the complexities of managing family wealth and preparing for one of the largest generational wealth transfers in history.

Listeners will gain valuable insights into the distinctions between building and managing wealth, and the necessity of fostering clear family conversations to intentionally create generational wealth. Sandy delves into her experiences with multi-generational family-owned businesses, highlighting the significance of understanding family dynamics and the often-overlooked role of women as the "chief emotional officers" in these enterprises.

Throughout the episode, Glory and Sandy explore various topics including the importance of involving spouses in financial planning, the intricacies of succession planning, and the challenges of preparing the next generation to handle family wealth responsibly. Sandy's practical advice and thoughtful anecdotes provide a comprehensive guide for business owners seeking to ensure their legacy is a source of strength and unity for their families.

Join Glory and Sandy for an engaging conversation that emphasizes the critical steps needed to leave a legacy that is well-organized, intentional, and reflective of your family's values.
Guest Bio
Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P 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, that entrepreneurs and self-employed professionals face.

Hosted by Glory Gray

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Music
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.

All content © 2024 Glory Gray.

Capitoli

1. Introduction and Guest Introduction (00:00:00)

2. Overview of Sandy’s Firm (00:02:23)

3. Family Business Dynamics and Planning (00:03:47)

4. Multi-Generational Meetings and Their Impact (00:05:19)

5. Role of Women in Family Businesses (00:10:11)

6. Succession Planning and Spouse Involvement (00:14:50)

7. Executor Roles and Final Thoughts (00:16:47)