• 17: Continuity Planning and Wealth Transfer Strategies with Susan St. Amand

  • 2024/10/01
  • 再生時間： 25 分
  • ポッドキャスト

17: Continuity Planning and Wealth Transfer Strategies with Susan St. Amand

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  • In this episode of Beyond the Bank, Sandra Henderson sits down with Susan St. Amand, Founder and President of The Sirius Group Inc. and Sirius Financial Services. With over 30 years of experience in finance, governance, and strategy, Susan shares her insights on continuity planning for business and philanthropic families. They discuss the importance of aligning family values with financial strategies, building long-term trust, and navigating the complexities of wealth transfer across generations. Tune in to hear Susan’s unique approach to advising families and the key lessons she’s learned from her extensive career in leadership and family enterprise consulting.
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あらすじ・解説

In this episode of Beyond the Bank, Sandra Henderson sits down with Susan St. Amand, Founder and President of The Sirius Group Inc. and Sirius Financial Services. With over 30 years of experience in finance, governance, and strategy, Susan shares her insights on continuity planning for business and philanthropic families. They discuss the importance of aligning family values with financial strategies, building long-term trust, and navigating the complexities of wealth transfer across generations. Tune in to hear Susan’s unique approach to advising families and the key lessons she’s learned from her extensive career in leadership and family enterprise consulting.
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