Family Governance: Developing High Net-Worth Families with Jason Howell, CFP®

Posted by Luis Rosa | Podcast

Family Governance: Developing High Net-Worth Families with Jason Howell, CFP®

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

Resources:

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/
org: https://inequality.org/

About The Author

Luis Rosa

Luis came to the U.S. at age 11 from the Dominican Republic and became a CERTIFIED FINANCIAL PLANNER™ to help others pursue their goals. Luis is famous for keeping financial planning simple. He currently lives in Las Vegas with his wife, Alison. You can find him eating at one of his favorite Vegan restaurants in Los Angeles or Las Vegas.

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Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Build a Better Financial Future, LLC. and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Luis F. Rosa, EA and Build a Better Financial Future, LLC are able to provide tax services. However, you are not obligated to work with Build a Better Financial Future, LLC and Luis F. Rosa, EA for any tax services. You are encouraged to consult your tax advisor or attorney.