We found 2 episodes of The Business of Family with the tag “estate planning”.
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Frazer Rice - Decision Making for Wealthy Families
Episode | 19 April 2021 | Season 1 | 50 mins 37 secs
author, decision making, estate planning, family governance, fiduciary, trust, trustee, wealthy families
Frazer Rice is a leading private wealth manager, with fifteen years' experience advising millionaire and billionaire families on finances, including fiduciary and estate matters. His clients include business owners, hedge fund managers, real estate developers, corporate executives, foundations, and established families
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Jeff Gould - Generational Real Estate Families with Lineage Asset Advisors [The Business of Family]
Episode | 14 December 2020 | Season 1 | 52 mins 1 sec
california, estate planning, family dynamics, family wealth, financial sustainability, legacy, real estate, usa
Jeff Gould is the founder Lineage Asset Advisors (LAA) a full-service commercial real estate advisory and consulting firm providing customized commercial real estate services to help families make seamless transitions with their properties – from one generation to the next.