The Liquidity Trap: When Your Business Makes You Rich on Paper but Cash-Poor in a Crisis
I work with business owners, real estate investors, and entrepreneurs on wealth transfer and estate planning. And one…
Steven Bowles
Steven Bowles, CLU®, is the founder of Catalyst Advisory, an independent advisory group based in Doylestown, PA, that specializes in wealth transfer planning, business protection, and advanced estate planning for entrepreneurs, business owners, and real estate investors. Before launching Catalyst in 2022, he spent seven years inside a family office advisory group working with ultra-high-net-worth families.