May 3, 2022
Asset Protection Strategies Missed by many Family Businesses Listen in as private wealth consulting expert Russ Alan Prince* lays out the surprising mindset of many “middle-class millionaires”, the asset protection strategies often missed and why it’s important to re-evaluate your entire advisory team every few years.
Russ Alan Prince*
Executive Director, Private Wealth Magazine
RUSS ALAN PRINCE is the Executive Director of Private Wealth magazine (pw-mag.com) and one of the leading authorities in the private wealth industry. He consults with family offices, the wealthy, fast-tracking entrepreneurs, and select professionals. He is the author or co-author of more than 60 books, including Everyone Wins! How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs and How to Build a High-Performing Single-Family Office: Guidelines for Family Members and Senior Executives. Collectively, the cache of research-based insights within Prince’s publications is the most complete empirical analysis in the field and the largest, most comprehensive database on the topic.
*not affiliated with Lincoln Financial Advisors Corp.
Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.