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/