Free video series
3 Steps to Your Long Term Wealth Strategy
Wealth Management Training for Family Businesses
3 actionable training videos delivered over three days to give you clarity and confidence to understand how to develop your long term wealth strategy.
IF YOU FOLLOW WHAT WE ARE TEACHING IN THIS 3 PART VIDEO SERIES, YOU’LL DISCOVER:
- Our simple and strategic framework for making great financial decisions
- Why business success doesn’t automatically translate into personal success
- The expert wealth management formula for succession planning
- What the most successful people know about wealth management (and how you can use this strategy)
- The key questions you should ask yourself when assessing your family’s financials
- The best way to find and collaborate with a team of professionals to work toward your goals
- Our simple and strategic framework for making great financial decisions
- Why business success doesn’t automatically translate into personal success
- The expert wealth management formula for succession planning
- What the most successful people know about wealth management (and how you can use this strategy)
- The key questions you should ask yourself when assessing your family’s financials
- The best way to find and collaborate with a team of professionals to work toward your goals
and more!
Meet Joe Stephan
When you run a family business or foundation, you’re always thinking about the future.
Everyday, you make decisions for the future of your family, your business and the legacy you’re creating. But often, your personal finance is an afterthought. At Stephan Independent Advisory, we believe that your family success is just as important as your business success, which is why you need a long term wealth strategy.
TAKE OUR STORY FOR EXAMPLE…
When our father was diagnosed with a terminal illness in 1999, we were only given a few short months to come to terms with our family’s future. We scrambled around, trying to do the best we could to put business transition strategies in place. We weren’t prepared for the challenges that came with transitioning his wealth and knowledge, and it made us aware how important a strong wealth transition plan is.
It was in this moment, as we were dealing with our grief and wanting to keep our father’s legacy alive, that we realised we could use our experience to help other business families manage theirs more effectively.
As family business owners, it’s about more than just money. It’s about legacy, future generations and protecting your family name. That’s why, if you’re a family business owner, you need a long term wealth strategy.