In this InFocus webcast, TriCert Financial Group CEO Mike Gassewitz speaks with Scot Bolton, CFP, CLU, CIM, FEA, Certified Financial Planner and Family Enterprise Advisor at Good Redden Klosler Wealth Management, about the challenges and opportunities that come with owning a family business.
Together, they discuss how to balance family dynamics, ownership structures, and business decisions, and how thoughtful planning can preserve both harmony and prosperity for future generations.
Whether your family business is in its first or fourth generation, this conversation offers practical insights to help you plan with clarity and confidence.
Chapters (forward to content)
- Opener (00:00)
- Introduction (00:12)
- What is an Enterprise Family Advisor? (01:21)
- The three-circle model (03:00)
- It’s more than just business… (06:28)
- Continuity timeline (10:05)
Recorded on November 6, 2025
Scot Bolton, CFP, CLU, CIM, FEA
Scot Bolton, CFP, CLU, CIM, FEA, is a Certified Financial Planner Professional and Family Enterprise Advisor at Good Redden Klosler Wealth Management.
