Client Access Help Center
+1 303-690-5070

Financial Planning Resources

Financial planning blog, events, videos, podcasts, and white papers

Periscope blog

Professional financial planning tips
View all blog posts
Receive Periscope email

Live events

Client education including lunch and learn
View events and register

Upcoming Events

Videos

Recordings of events and short videos too
View all videos

Episode 133: Family Offices Explained: Simplifying Wealth, Protection & Legacy - Part 1

Do I want a family office?
Learn what successful families do to simplify their financial lives. You can create a virtual family office, a multi-family office or your own private ...family office. Learn about the benefits, including having experts in tax, legal, investment, philanthropy, governance, insurance, trustee work, and therapists too. Learn about some of the key reasons families create family office, namely asset protection and confidentiality.

As always, it is good to have an expert on your side.
—
The Expert Network Team provides a free consultation.

TODAY’s GUEST and HOST:

Taylor Smith
Legal Expert
Goodspeed, Merrill
(720) 473-7644
tsmith@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Nathan Merrill
Legal Expert
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Karl Frank
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com

#FamilyOffice #WealthManagement #HighNetWorth #FinancialPlanning #LegacyPlanning #AssetProtection #EstatePlanning #VirtualFamilyOffice #MultiFamilyOffice

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.[+] Show More

Podcasts

Karl Frank, Nathan Merrill, Jeff Krommendyk and guests
List all podcasts

White Papers

Download financial educational documents
View all whitepapers

including the Wealth and Wellbeing Album

Financial advisor careers

Go Tax Free

Tax saving strategies and timely updates
Current year tax update
Tax saving and planning advice

How can we help?

Chat in-person during regular business hours or fill out the form!

Chat Now!