Episode 35 – Seeing the Greater Vision Through an Outside Perspective with Aric Johnson
Have you ever dreamed of packing up your family and heading across seas? Or maybe your work is already taking you there! Whatever the case, it is vital for you to understand what is going to happen with your finances when you make the move.
Discussing COVID and the Challenges Faced as a Family Business
Discussing COVID and the Challenges Faced as a Family Business Covid 19 has had significant economic impacts that have been far-reaching. It has left people in a somewhat puzzled state. Business owners are looking for ways to reduce their leisurely spending. You will be learning from my guest, Dave Erb, who owns “West Penn Billiards […]
How Businesses Are Adapting During COVID-19
How Businesses Are Adapting During COVID-19 Covid-19 has taken the world by storm. As a result, business owners are continually finding innovative ways to continue operating during the pandemic. Matt DiFrancesco talks about how businesses have correctly scanned the environment to pivot towards surviving and fulfilling immediate business and personal needs. The Response During Traumatic […]
15 Key People, You Need on Your External Team
15 Key People, You Need on Your External Team Whether you have had years of success in your business or are just starting, High Lift Financial can help you create a vision for your business life and family and guide you toward achieving that goal. Every business has an internal team that is responsible for […]
How to Adapt During COVID-19 and Plan for Future Business Crises
How to Adapt During COVID-19 and Plan for Future Business Crises The global pandemic has been an eye-opener in a multitude of ways. As a business owner, how are you going to be proactive and prepared for the next crisis? It is integral to think about its future to sustain it. What can save you […]
How to develop a plan that will lead you to achieve your business vision?
How to develop a plan that will lead you to achieve your business vision? Whether you wish to retire or transition your business, never lose sight of the end result by developing a strategic plan. Once a goal is in place, you should form an action plan that will get you there. “A goal is […]
Why are Family Meetings Important in a Family Business?
Why are Family Meetings Important in a Family Business? Family meetings are all about reaching down to the brass tacks and figuring out the role and ambitions of the human capital. Furthermore, the business owners can get answers to critical questions such as whether it is time to retire or Is it time to pass […]
Are you planning to retire? Worried about which route to take? Let Matt handle your affairs.
Are you planning to retire? Worried about which route to take? Let Matt handle your affairs. There will be a point where you will need services from a family office. Luckily, Matt, who has set up a virtual family office, can be your financial quarterback. Whether you have years of business success or are just […]
How to Work With a Family Office Without Paying the High Fees?
How to Work With a Family Office Without Paying the High Fees? Are you in dire need of a financial advisor but can’t afford one? Financial services can cost businesses a pretty hefty amount of money. However, you can now avail the expertise of the best just by dialing a number. High Lift Financial will […]
Episode 34 – Cross-Border Wealth Management With Jennifer Patterson
Have you ever dreamed of packing up your family and heading across seas? Or maybe your work is already taking you there! Whatever the case, it is vital for you to understand what is going to happen with your finances when you make the move.