Incentives, Asset Location, and Founder Wealth Planning, with Dr. Daniel Gilham (Farther)

QSBS, Solved
30/12/2025 31 min
Incentives, Asset Location, and Founder Wealth Planning, with Dr. Daniel Gilham (Farther)

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Episode Synopsis

On this week's episode of QSBS, Solved, Brady sits down with Dr. Daniel Gilham to talk about dramatic shifts in wealth management and the unique needs of founders and business owners. Daniel is the Managing Director of Advisor Strategy at Farther, the 2025 Inc 5000 fastest growing financial services company in the country. The fintech company is transforming the wealth management landscape by leveraging technology with human experience and expertise. He has 17 years of experience serving business owners, institutions, and high-net-worth clients through goals-based financial planning and wealth management solutions. on Daniel: https://www.farther.com/advisor/daniel-gilham Contact: [email protected] | www.QSBSrollover.com

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