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Episodes
Sunday Apr 15, 2018
Sunday Apr 15, 2018
GENRICH helps affluent families their future generations with governance in the areas of family cohesion,
investments, risk, tax and asset protection.
Questions discussed:
1. How is a family office different than a wealth manager?
2. What type of family would be best served by a family office?
3. Is there a certain size or net worth of a family where it makes financial sense to begin thinking about a
family office structure?
Contact info:
Email Address stansung@genrichfo.com
Website www.genrichfo.com
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com, email him at billblack@ersi.biz or visit www.Ersi.biz
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