How can successful business owners ensure their wealth strengthens their family legacy instead of tearing it apart?
In this episode Mason sits down with Brandon Henry, founder of Mosaic Advisors, to discuss how business owners can strategically plan for long-term wealth and family harmony. Brandon reveals practical steps for managing advisors, reducing taxes, and avoiding the biggest mistakes that cost entrepreneurs millions.
Topics we cover:
(03:49) – Why every entrepreneur needs a “wealth quarterback”
(06:59) – The #1 mistake that destroys generational wealth
(16:37) – Estate planning pitfalls that bankrupt families
(29:17) – Habits of entrepreneurs who succeed long-term
(34:23) – Hidden tax strategies for business owners
Connect with Brandon Henry:
🔗 LinkedIn: https://www.linkedin.com/in/brandonrhenry/
🌎 Website: https://mosaicadvisors.com/
Connect with Mason: https://www.linkedin.com/in/masonbrady/
Visit BradyCFO:https://www.bradycfo.com/
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Have a business growth question you'd like Mason to cover in an upcoming episode? Email: info@bradycfo.com
