Search results for: family legacy
Steve Young on Building an Epic Family Legacy
Retired 49r Steve Young Discusses Building a Family Legacy at the Legacy Builders Event on May 15, 2024 As GROCO celebrates three decades of excellence in family office tax and advisory services, we have developed the Legacy Builders to stands as a testament to the firm’s enduring vision: to transform wealth into a powerful tool…
Read MoreFamily Legacy 101
The family “Legacy Builder” conference was a huge success! The next conference will be in mid-May… This was the inaugural “how to” strategically build a family legacy event. On January 25, 2024, single and multi-family offices and high-net-worth individuals from around the world learned how to create a family legacy. Legacy Builder guests shared examples…
Read MorePreserving My Family’s Life’s Work & Legacy
Tom Chatham, Chairman of Chatham Created Gems & Diamonds, Inc., discusses preserving his family’s legacy and life’s work on Alan Olsen‘s American Dreams Show. Transcript: Alan Olsen Welcome to America dreams. My guest today is Tom Chatham. Welcome to today’s show. Tom Chatham Thank you glad to be here. Alan Olsen So, Tom, we’ve had…
Read MoreFamily Office and Legacy
Single & Multi Family office services Legacy family offices and so much more! At GROCO, we become your personal CFO by providing you with robust virtual family office services. We provide comprehensive financial management & consulting firm for businesses, not-for-profits, high-net-worth individuals and their families. We at GROCO understand the time you spend dealing with the…
Read MoreLegacy Builder 2024
The Hayes Mansion May 15th 8:00 am to 4:00 pm Our Mission At Greenstein, Rogoff, Olsen & Co., LLP (GROCO), we have dedicated the last 30 years to empowering high net worth individuals, closely held businesses, and venture capital partners with comprehensive tax, strategy, and advisory services. Our commitment extends beyond financial prosperity, focusing on…
Read MoreBuilding and Preserving Generational Wealth and Legacy
Learn how to build and preserve legacy wealth for generations, the American Dreams Impact Legacy Conference! Tuesday, September 19th at 10 AM PST, Don’t miss this online event! Click this link to register for the webinar. 50% discount with the code “DREAM50“ Learn the importance of crafting your family’s legacy with intent, rather than leaving…
Read MoreAmerican Dreams Impact Legacy Conference
American Dreams Impact Legacy Conference 2023 Unlock the secrets to building multi-generational wealth and intentional family legacies on September 19th at 10 AM PST. Dive deep into understanding the importance of crafting your family’s legacy with intent, rather than leaving it to chance. This event is your chance to gain insights from leaders who’ve mastered…
Read MoreFive Keys to a Successful Family Business
The Community Leaders of a Family Business (Five Keys to a Successful Family Business) Written by Ryan Hickman. Family businesses have been an essential component of the global economy for centuries. These companies are often characterized by their tight-knit management structures, long-term perspective, and commitment to preserving family values. However, running a family business can…
Read MoreFamily Businesses, Pamela Kan, President of Bishop-Wisecarver Corporation
Pamela Kan, CEO, Bishop-Wisecarver Corp. talks with the American Dreams show host, Alan Olsen, about family business and succession. Alan Olsen Hi, this is Alan Olsen and welcome to American Dreams. My guest today is Pamela Khan. She’s the president and owner of Bishop wise Carver. Welcome to today’s show. Pamela Kan Good morning, Alan.…
Read MoreCharles Sullivan- A Legacy of Football, Entertainment & Medicine
Charles Sullivan, A Legacy of Football, interview transcript, by Alan Olsen for The American Dreams Show: Alan Olsen: Can you share a little about your background with us? Charles Sullivan: Yes, my late father during the Second World War was assigned to the US Naval Academy at Annapolis, Maryland. And he was director of public…
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