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Welcome to the 3 Pillars Podcast. Where we shine a light on the value of a family office and how it can perpetuate wealth creation, preservation and education; and the value of being purpose driven. Check out our new Wealth Management Series where podcast guests and experts talk about various ways you can spend and invest your money for a better future.
Episodes
Wednesday Sep 16, 2020
Wednesday Sep 16, 2020
In the third installment of the 3 Pillars Podcast, Peter Harper, our Managing Director and CEO discusses with a special guest the value of tax planning and consideration of risks prior to a liquidity event.
Peter and special guest Steve Martini, discuss how optimizing your taxes, risk management, and careful planning of a liquidity event can perpetuate a successful family office when you have a trusted advisor.
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