In this episode Nathan Merrill and Jeff Krommendyk interview Monroe "Roey" Diefendorf, who is a member of a 5 generational family legacy business.  Roey discusses many of the challenges which multi-generational families (or those desiring to transmit family business and wealth among multiple generations) face.  He talks about the challenges his family had to overcome to make it to 5 generations, and observations he made of the counsel that affluent families are receiving which is not necessarily in harmony with their concerns and goals, specifically "how to prepare the family for the money".  From this he pioneered a "3D" portfolio management approach to advising clients, as well as being instrumental in developing the "Fam Tec" foundation for More Than Money 360, which is his admitted final career but utmost passion.  Part 2 of a 2 part series with Roey.  

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]