What to Look for in an Advisor | Holly Isdale | Episode 047

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Theme: The Importance of Trusting Your Advisor

Summary: Selecting an advisor who protects your interests is crucial for women in family businesses. Holly Isdale discusses how women in family businesses can learn to protect their information-and themselves.

Featured Guest: Holly Isdale: Founder and Strategist for Wealthaven, a consulting firm which serves very wealthy families and family businesses and helps them implement their goals.

Website: www.wealthaven.com

Key Quotes:

  • “In family businesses, really good estate plans can fall short or get outdated very quickly. They’re designed with one goal in mind: preserve the family business. This creates this awful dilemma…not thinking about the implications for the beneficiaries.”
  • “For younger women, it’s about knowing yourself, how you make decisions, and how you maximize your voice in the process.”
  • “I’m a big believer that you should understand the landscape (of advisors)-meeting with other advisors, lawyers…not your father’s. It’s important for daughters to understand where the conflicts lie and where the allegiances lie.”

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