Carli Smith

In this engaging discussion, Carli Smith, the founder of Signal Wealth Advisors, dives deep into multigenerational planning for high-net-worth families. She emphasizes the importance of preserving family values and navigating tax implications of inherited assets. Carli shares insights on inviting aging parents and adult children into collaborative planning, and how strategic partnerships have driven impressive growth. Her journey from a firm acquisition to starting her own practice highlights personal motivation and the value of nurturing client relationships for referrals.