Family Governance: Developing High-Net-Worth Families

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

 

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