PODCAST EPISODE

Family Governance for the middle-class millionaire

Dynamic Mapping

Nov 15 2021 • 20 mins


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

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