Ep. 47: The Wealth Mistake That Can Destroy Your Family Legacy - Sandy Pollack
What happens to your wealth when you're no longer around to protect it?Building wealth is only half the job. The other half is making sure your family understands it, is prepared for it, and knows how to carry your values forward.
In this episode of the Glovisor Podcast, Joe Abreu sits down with Sandy Pollack, founder of Trimaran Advisory Group and an expert in values-based legacy planning, family business succession, and multigenerational wealth.
Sandy explains why traditional estate planning isn't always enough—and why a perfectly structured financial plan can still fail if families haven't…
The skinny
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