Business ownership is rewarding but often complicated. Many entrepreneurs who excel at managing complex operations, employees, and growth strategies often struggle to separate their business and personal finances. The very skills that make them successful at business—seeing opportunities where others see challenges, taking calculated risks, viewing all assets as potential resources—can create blind spots in their personal financial management.

Blue Trust advisor Stephanie Adams sat down with a managing director and senior partner from Blue Trust, Greg Gilbert, to discuss the financial complexity that comes with business ownership. During their conversation, the two discussed how business owners can simultaneously achieve peace of mind, family harmony, and the ability to make wise stewardship decisions with the resources God has entrusted to them.


Key Takeaways:
1. Without clear, documented objectives, it’s impossible to make strategic decisions about how resources should flow between business and personal finances.
2. Creating intentional boundaries between business money and family money can help owners ensure each dollar has a defined purpose aligned with their overall financial strategy.
3. Knowing how much is enough helps determine whether you’re building a lifestyle business or planning an exit, which directly impacts future decisions.

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The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.