You're Their Biggest Client. That's the Problem.: What Your Financial Advisor, CPA, and Estate Attorney Haven't Told You and Why It's Costing Your Family Business
Most families of multi-generational wealth and most business owners assume the team around them is the right one because nothing has visibly broken. In this episode, the StoryOne team sits down with attorney Taylor Smith to examine one of the most structurally predictable and least-discussed failures in wealth management: the business owner that has quietly outgrown the advisory team. The financial advisor, CPA, and estate attorney each have their own reasons for not raising it.
