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 Southern California with his wife, Alison. In his spare time Luis enjoys hiking a trail, walking on the beach, or eating at one of his favorite Vegan restaurants in the Los Angeles area.

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