Wealth is a Disruptor
Nathan Merrill and Karl Frank, CFP say wealth is a disruptor. It could be a force for good or bad!
- First principles, how is money a disruptor?
- Help define the benefactor’s goals
- Think about it from the inheritor’s side
- Now think about it four generations out, what will they value? Likely not the money…
- Hear a story about a ranch in the family and another story that goes all the way back to Colonial Virginia. What do the relatives most value today?
- Learn the importance and usefulness of having a guide
- Learn a few techniques to navigate important conversations safely.
In this podcast, we discuss the book,
Cycle of a Gift
by James Hughes etc. Importantly, the expert team offers a free discovery meeting. Contact any one of us at
or email
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]