Search results for: family legacy
Legacy 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…
Read MoreWhy Are The Wealthy & Family Offices Investing in Private Companies?
Why Are The Wealthy & Family Offices Investing in Private Companies? Well, it’s true that many private companies would gladly accept significant investment from a venture capitalist. However, there is a new trend emerging among wealthy investors that goes against the norm. Increasingly, private companies are turning to private investors and family office wealth to…
Read MoreThe Roots of the Family Business
The Roots of the Family Business By Elizabeth Bowden-David As entrepreneurs, my husband and I take every opportunity to teach our children about the family business. They are still pretty young, so we stick to basic concepts such as product, customer, revenue, cost, and profit. Many of these discussions take place around the dinner table…
Read MoreThe Jelly Belly Legacy | Herman G Rowland
Episode Transcript of: The Jelly Belly Legacy | Herman G Rowland Alan Welcome back. I’m here today visiting with Pam rollin. He’s the chairman of the board of the Jelly Belly company here in Fairfield, California. Welcome to today’s show. Herman Thank you, Alan. Glad to be here. Alan So tell me your background,…
Read MoreLegacy of Success | Doug Keyston
Episode Transcript of: Legacy of Success | Doug Keyston Alan Welcome back. I’m here today with Doug Keyston. And he’s a private wealth client advisor here in the San Francisco Bay Area. Welcome to today’s show. Doug Thanks very much Alan. Alan Doug. Can you give me your background? Doug I happy to do…
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