Send us a text Jordan and I sit down with Don Bielen, Principal with Perkins & Company to discuss how to approach succession planning when it comes to a family owned business, what to look out for, and how to keep the piece throughout the process so that everyone still comes over for Thanksgiving dinner.
All content for Real Estate Investment Insights is the property of Derek Doke & Jordan Elliott and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Send us a text Jordan and I sit down with Don Bielen, Principal with Perkins & Company to discuss how to approach succession planning when it comes to a family owned business, what to look out for, and how to keep the piece throughout the process so that everyone still comes over for Thanksgiving dinner.
Send us a text Jordan and I sit down with Phil Cook CPA, Sr Director with Pacific Trust Company and Bridger Trust Company to discuss the value of setting up a trust and how to best position yourself for success with the right trustee. Whether your estate is $10m or over $50m, Phil lays out the strategy and plan for what to consider and who should be on your team.
Real Estate Investment Insights
Send us a text Jordan and I sit down with Don Bielen, Principal with Perkins & Company to discuss how to approach succession planning when it comes to a family owned business, what to look out for, and how to keep the piece throughout the process so that everyone still comes over for Thanksgiving dinner.
