005: Family Governance: Developing High-Net-Worth Families

On My Way to Wealth

English - December 02, 2019 14:00 - 50 minutes - 115 MB - ★★★★★ - 18 ratings
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In this episode, Luis talks to Jason Howell, CFP®. Jason is a CERTIFIED FINANCIAL PLANNER™ professional, former U.S. Congressional candidate, and President of Jason Howell Company. Jason is also the author of Joy of Financial Planning: 7 Strategies for Transforming Your Finances and Reclaiming Your American Dream. His mission is to bring the best of ultra-high net worth family financial planning to this generation’s mass affluent.

Notes:

In this episode, you’ll learn tips regarding the following:

What family governance is A brief history of family governance Who uses family governance Finding Your “why” as it relates to your family’s finances & legacy The 7 Steps towards building your own family governance

Resources:

3 Fundamental “Money Moves” to Make Before Turning 45 Company Website: https://www.jasonhowell.com Twitter: https://witter.com/JasonHowellCo LinkedIn: https://www.linkedin.com/in/jasonhowell Book: https://www.joyoffinancialplanning.com/ Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ Inequality.org: https://inequality.org/