08: Protect and Preserve Wealth with Michael Benson

Today's guest on Evolve to Win is Michael Benson. For almost four decades, Michael has been an advocate for his clients in helping protect and preserve wealth. Over this period of time, he has created several companies to address various aspects of wealth management, wealth transfer planning, charitable trusts, and foundation administration and reporting. Together we discuss his client advocacy and solution-oriented approach and how he has helped protect significant wealth for clients, their families and charitable legacies.