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Show Notes
You might have heard of the term "Family Office". On this episode, Karl Eggerss welcomes guest Justin Pawl, CFA, CFP to break down the meaning and what services CAPTRUST offers in this space. Whether you need a "Family Office" or not, you will likely face several tasks that need to be addressed when it comes to your financial picture.
Topics discussed on this podcast:
- Family Office
- Estate Planning
- Generational Wealth
- Legacy Planning
For more information, go to https://www.creatingricherlives.com
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