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Don’t Leave a Mess!

Don’t Leave a Mess!

by Sandy Pollack

About This Book

Building wealth, managing wealth, and transitioning wealth are not the same thing. You’ve built your business, dedicated vast amounts of time and money to it, and now you’re ready to consider your legacy. What are you passing on, and how does it reflect your values? Is your family prepared for the legacy they will receive, or are you leaving them a mess? In Don’t Leave a Mess!, estate planner and family business advisor Sandy Pollack unpacks what it means to make wise choices for your business that not only protect what you have worked so hard to build but reflect your why. With more than twenty years in the industry, Sandy helps family business owners unravel the complexities that running a successful business and building significant wealth can create. Join Sandy in a thoughtful exploration of your own history and values so you can set the right priorities, choose the right team of professional advisors, simplify your legacy, and communicate with your family so that no mess is left behind.
Business Financial Planning
Sandy Pollack

Sandy Pollack

Sandy Pollack never dreamed of being a financial advisor, until her mentor (and squash partner) at McGill University persuaded her to enter the insurance industry in 1983. She got excited about helping people, and became fascinated with the stories of her client’s lives, businesses, problems, and dreams. In 1988, she established a practice in Ottowa which became Trimaran Financial.

Sandy feels strongly that entrepreneurs are an unappreciated and vital group. She’s passionate about disaster-proofing their complex family enterprises. She considers it a privilege and honor to serve these unsung heroes, understanding their why, and helping them be intentional about their legacy planning.

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