Matters Beyond Wealth

Five important questions every business owner should answer

18 min · 1. Okt. 2025
Episode Five important questions every business owner should answer Cover

Beschreibung

These considerations can help owners ensure their business is set up for success today and in the future. To discuss this topic, Tony Maiorino is joined by Prashant Patel, Vice President of High Net Worth and Business Owner Planning at RBC Family Office Services, and Paul Morgan, Managing Director, RBC Mid-Market Mergers and Acquisitions. Related episodes: Estate planning tips for business owners [https://www.rbcwealthmanagement.com/en-ca/podcasts/episode-31-estate-planning-tips-for-business-owners] How does a living trust differ from a trust in your Will? [https://www.rbcwealthmanagement.com/en-ca/podcasts/episode-51-how-does-a-living-trust-differ-from-a-trust-in-your-will] Rethinking insurance in your estate planning [https://www.rbcwealthmanagement.com/en-ca/podcasts/episode-10-rethinking-insurance-in-your-estate-planning]   For more information, visit rbcwealthmanagement.com [https://www.rbcwealthmanagement.com/en-ca/].

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Episode Five important questions every business owner should answer Cover

Five important questions every business owner should answer

These considerations can help owners ensure their business is set up for success today and in the future. To discuss this topic, Tony Maiorino is joined by Prashant Patel, Vice President of High Net Worth and Business Owner Planning at RBC Family Office Services, and Paul Morgan, Managing Director, RBC Mid-Market Mergers and Acquisitions. Related episodes: Estate planning tips for business owners [https://www.rbcwealthmanagement.com/en-ca/podcasts/episode-31-estate-planning-tips-for-business-owners] How does a living trust differ from a trust in your Will? [https://www.rbcwealthmanagement.com/en-ca/podcasts/episode-51-how-does-a-living-trust-differ-from-a-trust-in-your-will] Rethinking insurance in your estate planning [https://www.rbcwealthmanagement.com/en-ca/podcasts/episode-10-rethinking-insurance-in-your-estate-planning]   For more information, visit rbcwealthmanagement.com [https://www.rbcwealthmanagement.com/en-ca/].

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