Karl Frank, CFP and Nathan Merrill go back to first principles and discuss something that means the most to most of us: family. How do you transfer significant money to people who may or may not be part of your biological family?
- Learn how a “relational family” and a “family of affinity” are different.
- Learn some questions a financially successful person can ask.
- How do we get closer to our family? How do we keep them close?
- When you leave the money out of the conversation, you sometimes get closer to what is most important.
- On the other hand, avoiding the money conversation can make things even worse.
- Learn a few techniques to navigate important conversations safely.
As always, the expert team offers a free discovery meeting. Contact any one of us at www.expertnetworkteam.com or email [email protected]
Expert Network team provides free consultations. Just mention that you listened to the podcast.
Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
[email protected]
www.goodspeedmerrill.com
Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
[email protected]
Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
[email protected]