For families of wealth, there can be a number of planning issues and a lot of decisions to be made that can be overwhelming. 

But involving a planning professional can help you to maintain—and continue to grow—your family’s wealth.

In this episode, Jose Feliciano and Jeff Feliciano discuss the biggest concerns for families of wealth and how they can help them make good choices throughout their lifetime. They help you navigate the many moving pieces of planning for and protecting family wealth.

Jose and Jeff discuss:

  • How they protect the wealth of a family when it comes to divorce, kids, and equality
  • How insurance works for wealthy families
  • How they help protect wealthy families with the market  
  • And more

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