GENRICH helps affluent families their future generations with governance in the areas of family cohesion,
investments, risk, tax and asset protection.
Questions discussed:
1. How is a family office different than a wealth manager?
2. What type of family would be best served by a family office?
3. Is there a certain size or net worth of a family where it makes financial sense to begin thinking about a
family office structure?
Contact info:
Email Address stansung@genrichfo.com
Website www.genrichfo.com
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com, email him at billblack@ersi.biz or visit www.Ersi.biz
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