Sandy Pollack

Sandy Pollack is a highly regarded financial expert and founder of Trimaran Advisory Group Ltd., who specializes in family business succession and estate planning with impact. With over 25 years of experience working closely with business owners, Sandy has witnessed firsthand the challenges families face due to poor planning and miscommunication around wealth transition.
Her work is focused on helping entrepreneurs and their families navigate the complexities of building, managing and protecting what they have worked so hard to build for themselves and their loved ones. Sandy’s expertise focuses on values-based legacy planning, where she considers both the quantitative and qualitative aspects of wealth. This unique process includes tax effective planning strategies yet begins with understanding the personal and emotional aspects of family business enterprise. Her approach has made her a trusted advisor to countless families looking to align their wealth with their legacy.
In her book, “Don’t Leave a Mess!”, Sandy unpacks the key issues that many family business owners face—issues that, if not addressed, can result in financial chaos, unnecessary litigation and fractured relationships. She explores how important it is for business owners to have open, honest conversations with their families about money and legacy, and how the right planning can make all the difference in ensuring wealth is transitioned thoughtfully, smoothly and purposefully.