Why estate planning is important for entrepreneurs with Kimberly Clouse of Covestor

Kimberly Clouse

Kimberly Clouse, the Advisory Board Chair of Covestor, an online marketplace for investing re-joins Enterprise Radio. She is also CEO of Via Global Advisors, a financial consultancy serving families, family offices, and foundations.

Listen to interview with host Eric Dye & guests Kimberly Clouse discuss the following:

  • Why is estate planning important for entrepreneurs?
  • What is the classic mistake that an entrepreneur makes re: her estate plan?
  • Deciding what to do with my business when I die is a huge question. How do I start thinking about it?
  • If the business is dependent on the entrepreneur, and the entrepreneur dies, doesn’t the business just end?
  • I have business partners. How does that effect my personal estate planning?
  • Any other insurance coverage that most business owners should have?

Duration: 11:41

Kimberly Clouse is the Advisory Board Chair of Covestor. In this capacity, Kimberly works with the firm’s executive team on strategic initiatives, helps identify industry trends through market intelligence, and brings additional thought leadership to the firm.

She is also the Founder and CEO of Via Global Advisors, a consultancy serving families, family offices, and foundations. She previously served as Managing Director of Athena Capital Advisors, an investment advisory firm, and CEO of Silver Bridge, a registered investment advisor.

Earlier in her career, Kimberly worked at United States Trust Company, J.P. Morgan and Goldman Sachs.

Kimberly has earned numerous professional awards, including being named one of Boston Business Journal’s ”40 Under 40 Rising Stars”, a 2013 Boston area “Five Star Wealth Manager” and a “Top 10 Investment Advisor” by Boston Women’s Business.

She is also an active member of the Young Presidents’ Organization.

Kimberly earned her MBA from Harvard University Graduate School of Business Administration and holds a BA in Political Science and Managerial Studies from Rice University.


Links: www.covestor.com

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