• Episode 87: Family as an Asset Class Part 1

  • Oct 10 2023
  • Length: 21 mins
  • Podcast

Episode 87: Family as an Asset Class Part 1 cover art

Episode 87: Family as an Asset Class Part 1

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  • Summary

  • 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 nmerrill@goodspeedmerrill.com www.goodspeedmerrill.com Jeff Krommendyk, Insurance Expert Working with business owners and successful families in transferring risk One Digital Insurance Agency (303) 730-2327 jeff.krommendyk@onedigital.com 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 karl@assetsandincome.com
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