Family Office & Professional Trustee
Trusts & Estates Weekly - The WAY to WOW Shows
Kiah Jordan talks about his family office practice and how as his clients aged, he expanded into trust and estate administration, providing generational continuity.
We discuss practical, ethical, and moral issues related to the duties of a family office and professional fiduciary.
Join the conversation every Monday at 10:00 a.m. PT/1:00 p.m. ET on our YouTube channel, / @thewaytowow or your favorite social media.
Host Kevin Bemel has spent over 30 years in business and 16 years in the United States Navy, including 10 years coaching and mentoring job-hunters and entrepreneurs. He has CA Professional Fiduciary License #1341 and CA Real Estate Salesperson License #00876185.
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Enjoy!