Financial Advisor Success cover image

Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors with Michael Kramer

Financial Advisor Success

CHAPTER

Innovating Ownership: The Perpetual Purpose Trust

This chapter examines the evolution of ownership and governance within a financial advisory firm, highlighting the challenges of succession and equity among partners. It introduces the concept of a Perpetual Purpose Trust as a novel solution to democratize power and facilitate leadership transitions without incurring debt. The discussion emphasizes the importance of equitable ownership structures and innovative governance models to ensure long-term sustainability and inclusivity.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner