Buy "The Naked Opus: Growing Your Family Wealth for the Long Term" HERE
Video
Are You A Farm or Family Business Advisor? Contact me for information about events for your clients and COIs
Presentations and workshops available on topics including:
- Avoiding the Top 5 Estate Planning Mistakes Everybody Makes
- Avoiding Shirtsleeves to Shirtsleeves in 3 Generations
- Estate Planning by Design (New!!)
- Building 100 Year Family Wealth
- Creating an Abundant Estate
- Successful Family Wealth Transition
- and much more......
The 5 Estate Planning Mistakes Everybody Makes
Learn how common decision making errors lead to nasty estate problems and how to avoid these errors
Be Successful With Succession
What causes failure is business succession and wealth transfer?
The Naked Opus: Growing Your Family Wealth for the Long Term
Copies of the Naked Opus are available off this site -- you will learn about:
- Planning a strategy-based estate plan with the SMRT strategic engine
- The steps to success with the Abundant Estate
- How to engage your professional advisory team
- Building a purposeful, long term wealth plan
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