Wealth and Law is a project of attorney Brent Nelson and guests who share their knowledge in an educational, collaborative, and innovative format, with the goal of improving access to important information for professionals and individuals.
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Transitioning from Private Practice to Wealth Management
In this episode of the Wealth and Law Podcast, Brent Nelson speaks with Stephen Liss, Partner at Dungey Dougherty PLLC, about his transition from private practice to wealth management and how his experience in both law and financial services shapes his approach to advising high-net-worth individuals and families. Stephen’s practice focuses on domestic and international…
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Preparing to Sell Your Wealth Management Business
In this episode of the Wealth and Law Podcast, Brent Nelson is joined by Ben Douglas to discuss the key considerations involved in preparing to sell a wealth management business. They explore some of the legal, regulatory, and business matters that owners should consider when preparing for a potential sale, including the importance of planning…
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