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Episode 134: Family Offices Explained: Simplifying Wealth, Protection & Legacy - Part 2

What are some of the keys to the most successful family office?

Family offices have this mystique; some people think only the multi-billionaire families need one. Yet, the key reasons ...families create family office are shared by many families:namely asset protection and confidentiality. Learn about the different types of offices and what might best suit your family’s needs. Do you want my own consigliere, like Frank from the Godfather? If you’ve seen one family office, you have seen one family office. You can make a big impact! Learn some of the ways.

As always, it is good to have an expert on your side.
—
The Expert Network Team provides a free consultation.

TODAY’s GUEST and HOST:

Taylor Smith
Legal Expert
Goodspeed, Merrill
(720) 473-7644
tsmith@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Nathan Merrill
Legal Expert
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Karl Frank
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.

#FamilyOffice #WealthManagement #HighNetWorth #FinancialPlanning #LegacyPlanning #AssetProtection #EstatePlanning[+] Show More

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