Episode 49: Legacy Planning for Business

Christopher Tan

“What would happen to my firm, Providend, and my loved ones if I did not make it home?”

In this episode, I will share the two main concerns of business owners and the need to plan for your business as early as you can, especially in the areas of its transfer and continuation plan.

Important note: As long as the question of who will be the new owner of the business remains unanswered, the future of the business is at risk.

View the full list of podcast episodes published here.

The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.

Music courtesy of ItsWatR.

For more related resources, check out:
1. Retire Well in a High Interest, High Inflation Environment
2. To Live the Good Life, Make Life Decision First Before Wealth Decisions
3. Money Wisdom Podcast Episode 44: Fee-Only Wealth Advisory Practice

Let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.

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