Liz CFA's Contact Details

Liz CFA's Company Details

Empowering Beneficiaries serves as a resource to families to empower the next generation of family wealth. G1 family members (parents) are encouraged to use their wealth in a way that provides heirs the opportunity to create their OWN legacy. G2 family members are given resources to help them be empowered by inherited wealth.Families are provided tools that support: • Wealth Transfer Preparation/Training • Family Business Succession • Family Governance • Family PhilanthropyThoughtful planning combined with the proper tools and training can lead to exciting results for each family member today, and for generations to come.