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Advisor Team Meeting; 3rd in the Family Office Services Series

Robert Wermuth, CLU®, ChFC®, AIF® | February 8, 2021

While getting together in a room with your advisor team has been more difficult recently than ever, you shouldn’t underestimate the value of professionals putting their heads together.  More collaboration, more ideas and more strategy for your next steps.  Watch my video to learn more.

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Rob Wermuth is a senior partner with Legacy Planning who combines nearly 30 years of financial services experience with cutting-edge technology to deliver to his clients integrated solutions to simplify their complex financial reality. He specializes in documenting goals and developing strategies for significant life events, including: corporate succession planning, estate planning and establishing or managing a family foundation.

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