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?

Email Address [email protected]

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 [email protected] or visit www.Ersi.biz