Voices: Scott Leonard, on Using Dynasty Trusts The trusts are great for asset protection July 10, 2014 Voices is an occasional column that allows wealth managers to address issues of interest to the advisory community. Scott Leonard is the founder of Navigoe LLC in Redondo Beach, Calif. Dynasty trusts were once a popular way for […]
A CEO Ditched Everything He Owned To Sail Around The World For Almost 3 Years Libby Kane, Jul. 28, 2014 In 2011, Scott Leonard moved his family of five onto a 50-foot catamaran called Three Little Birds. He sold his Southern California house and all of the furniture in it; gave away or donated nearly […]
Maximize Your Social Security Benefits…By Not Freaking Out Scott Leonard, Aug. 21, 2014 A financial planner explains why, when it comes to retirement income, being patient can pay off in a big way. Read the full article here.
How One CEO Successfully Ran His Business While Sailing Around The World For 3 Years Richard Feloni, Sep. 4, 2014 “Everyone knew that if you were in the Leonard family, you were going to travel the world,” Scott Leonard, founder and CEO of boutique financial advisory firm Navigoe, tells us from his office in Los Angeles. […]
Give to Charity Like Bill Gates…Without Being Bill Gates Scott Leonard, Oct. 14, 2014 You don’t have to be rich to set up the equivalent of a charitable foundation — one that can continue making donations even after your death. Read the full article here.
It didn’t happen often, but at times during the middle of dinner with my family on the back deck of our sailboat in the middle of the tropics, I’d get a text message on the satellite phone saying I needed to address an urgent client email. So I’d fire up the broadband satellite link, download […]
Welcome to our new website supporting my first book to be published by Wiley in March 2014. As you may have heard, it’s called The Liberated CEO: The 9-Step Program to Running a Better Business So It Doesn’t Run You. As with all authors, I have many hopes for the book. Among them, I […]