Vance Lowe

speaker

1,896 appearances 11 recordings 1 series first heard May 2026 last heard 13 Aug

Vance Lowe’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 11 in all, peaking in Jul 2026 with 5.

Appearances

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Private Banking Strategies · Why Wealth Protection Comes Before Wealth Growth | Episode 171 · 2 Jul 2026 podcast

So if we're going to keep the family banking separate from business, it has to be that way. voice-verified

It it can't disappear. voice-verified

It's absolutely critical. voice-verified

The avoidance of commingling makes things legitimate. voice-verified

Easily traceable, trackable. voice-verified

but still totally private. voice-verified

Again, that 85% effort, folks, make sure the nice thing about beneficiaries is that they can be changed. voice-verified

unless you eventually go into an irrevocable beneficiary. voice-verified

Ver ir irrevocable cannot be changed, I'm I'm pretty sure. voice-verified

But don't I've watched siblings have a death benefit come in and all of a sudden it all went to one bene sibling because they influenced the the deceased. voice-verified

last and they got everything changed and voice-verified

They don't care about the rest of their siblings. voice-verified

There's all kinds of horror stories there. voice-verified

So on the other end, do we want a business entity to own it? voice-verified

Who's gonna control that business? voice-verified

All that has to be thought out. voice-verified

We say this because we see complications. voice-verified

But it's not hard to solve as long as you address the issues, as long as you get there, so that you can set it up. voice-verified

And as things evolve, you gotta stay with it. voice-verified

Absolutely. voice-verified

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