Welcome to the ENT!

What are some of the keys to the most successful family office? 

Family offices have this mystique; some people think only the multi-billionaire families need one. Yet, the key reasons families create family office are shared by many families:namely asset protection and confidentiality. Learn about the different types of offices and what might best suit your family’s needs. Do you want my own consigliere, like Frank from the Godfather? If you’ve seen one family office, you have seen one family office. You can make a big impact! Learn some of the ways.

As always, it is good to have an expert on your side.

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]

Taylor Smith, attorney
Helping affluent families build their legacy through complex estate planning
Goodspeed Merrill
(720) 512-2008

[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]

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• A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
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