Family Governance for the middle-class millionaire
סדרה בארכיון ("עדכון לא פעיל" status)
When? This feed was archived on January 10, 2024 08:10 (). Last successful fetch was on July 20, 2023 05:00 ()
Why? עדכון לא פעיל status. השרתים שלנו לא הצליחו לאחזר פודקאסט חוקי לזמן ממושך.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 307232306 series 2924034
This week we dive into the essential family office service model. This model is normally reserved for the ultra-high net worth, but we have scaled the opportunity down to the middle-class millionaire. This elite service model can preserve the family's wealth in multiple ways, restore their time to spend on their business and spend with their family and friends, all while maintaining a high degree of privacy and discretion. Join us as we explore the family purpose and set new expectations of your professional advisors.
www.realintelligence360.com
Christian Zebicoff (Romer Debbas LLP) www.romerdebbas.com
32 פרקים