In part two, Tim Scannell covers another major topic under advanced planning: asset protection. He discusses how children or grandchildren with special needs can be supported by their families without experiencing an interrupting in the benefits they r...

Change is inevitable and the way we deal with it can have a far-reaching impact on our lives. According to Tim Scannell, this is where advanced planning comes in. In part one of his mini-series, Tim discusses how advanced planning can help prevent futu...

Do you know about the softer side of financial planning? Planning isn’t all about conducting technical quantitative analyses. In fact, Tim Scannell and his team spend half of their time helping clients with more subtle planning items,

There are many terms used in the financial industry, and differentiating between similar ones can be confusing. Do you know the difference between a “fiduciary” and a “broker”? Today, Tim Scannell answers that very question. Not only that,

Inheriting wealth is harder than it sounds. Too often, younger generations misuse wealth because they don’t know how to preserve it or how to make wise spending decisions. The family bank could be the solution. In today’s episode,

What role does a lifelong learning plan play in multi-generational wealth transfer? Tim Scannell is picking up from where he left off in his previous episode on multi-generational family meetings. Today, Tim talks about the importance of having a lifel...

Do you know how to prepare for the successful transition of family wealth? You’re about to find out. In today’s episode, Tim Scannell discusses a powerful tool that helps families pass on their legacy to their heirs—family meetings.

Preparing to transfer your wealth to the next generation is important, but it’s also important to consider how philanthropy can help prepare the next generation to receive your wealth. In this episode of the Wealth Stream podcast,

So, you’ve sold the family business — now what? In part four of Tim Scannell’s Looking Downstream mini-series, Tim discusses the way his team helps clients protect their funds for generations to come. In this episode you’ll learn: The way that HighTowe...

When exiting your business, it can be difficult to anticipate what to expect when dealing with potential buyers. Luckily, Tim Scannell is here to help! In part three of his mini-series on navigating the selling of your business,