Ep. 90 - How Holding Companies, Trusts & Insurance Work Together in Long-Term Planning
Once business owners start thinking long-term — beyond income and toward legacy — structure matters.
In this episode, Winnie is joined by CPA Nigel Kennett to explore how:
Holding companies help separate risk from opportunity
Trusts can protect family wealth across generations
Corporate-owned life insurance fits into broader planning (and when it doesn't)
The Lifetime Capital Gains Exemption connects directly to clean corporate structure
Poor administration can undo otherwise good planning
Accountants and advisors must work together — not in silos
The conversation also addresses a common…
The skinny
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