Back to press

Strategy Setting; 4th in the Family Office Services Series

Robert Wermuth, CLU®, ChFC®, AIF® | February 22, 2021

Too many great strategies never see the light of day because of small obstacles that stand in the way.  Establishing next steps, assigning responsibility and defining the timeline for execution is a critical element of the Family Office service model that leads to more outcomes.  I explain more in this video…

Alternative Text

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.

Ready for more insights?

Subscribe to the Legacy Press and never miss a post.