769: Steven Bowles: Advanced Family Office Strategies

My guest in this episode is Steven Bowles. Steven founded
Catalyst Advisory to take the experience he gained by working in
a family office advisory firm and apply the best practices
learned there to other families under an independent umbrella.
Catalyst works with the best insurance professionals, wealth
management firms, and trusted advisors to solve problems for
their clients.


After spending the first decade of his career working with
community and regional banks, helping them navigate statement
compliance and distribution, and transitioning them to digital
platforms, Steven followed his passion to help families and
companies thrive by becoming an expert in all areas of life
insurance and advanced planning.


Steven’s expertise, experience and independent streak make
Catalyst the ideal solution for families seeking to make the most
of their financial legacy.


Interview Links:


Catalyst Advisory https://catalystadvisory.io/


Family Office Secrets
https://open.spotify.com/show/0VSy7FJPjKk3iukJ6yzwxh


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