Lead vocalist for Queen, Freddie Mercury kept quiet about his love life up until his death in 1991 due to complications from HIV. Since then, LGTBQ+ rights and recognition have led to a more tolerant society, with financial planning following suit.

In this episode, David Lenok is joined by Tim Volk, Founder and Managing Director of T. Volk and Company, for a conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a financial advisor.

Tim discusses:

• Some of the best practices when advising LGBTQ+ clients;
  
• How can advisors provide support to client potentially still in the closet;
  
• Why communication is essential between family members;
  
• The diversity of culture between clients and LGBTQ+ groups and why advisors should understand the different dynamics;
  
• And more
  

Connect With Tim Volk:

• Tim Volk
  
• T. Volk and Company
  

Connect With David Lenok:

• david.lenok@informa.com 
  
• WealthManagement.com
  
• LinkedIn: David Lenok
  
• LinkedIn: Informa
  

About Our Guest:

Tim Volk hails from an entrepreneurial family, is a unique professional with an exceptional network, great inter-personal skills, and a deep appreciation of the issues surrounding wealth. He is an experienced business executive and seasoned board member with a strong financial background with deep expertise in wealth management, real estate, mortgage banking and insurance.

He is the Founder and Principal of T.Volk & Company, a boutique advisory firm that specializes in assisting closely-held businesses, family offices (single and multi-family) and family-controlled enterprises.