Search results for: family legacy
What is GROCO?
We are often asked; “What is GROCO and what does GROCO do for its clients?”. This article will attempt to briefly answer those two questions. GROCO’s Start GROCO, also known as GROCO.com or Greenstein, Rogoff, Olsen & Co., LLP, is a family office tax and advisory firm founded in 1964 by Morey Greenstein, CPA. Since…
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Strategic Wealth Planning for a Lasting Legacy We provide expert family office services, tailored to preserve and grow your wealth across generations. Our personalized strategies in financial management and tax planning give you peace of mind for the future. Let Us Help Unified Expertise, Tailored Solutions. Your Family’s Complete Wealth Management, All in One Place.…
Read MoreTurning Ordinary Lives into Living Legacies
“There was a measurable connection between how well they knew their family stories and how successful they were.” — Kasia Flanagan, founder of Everyday Legacies When historian‑turned‑biographer Kasia Flanagan examined the lives of mixed‑race German‑Samoan descendants for her PhD, she expected to chart migration patterns and cultural shifts. What she didn’t expect was the data point that changed her career:…
Read MoreRoy Moëd on Turning Memories Into Masterpieces
“There are two dates: you’re born and you die — but it’s the dash in between that tells your story.”– Roy Moëd In an age of scrolling feeds and vanishing digital memories, Roy Moëd is championing something different — something timeless. Through his company LifeBook Memoirs, he’s helping individuals turn their life stories into beautifully…
Read MoreEntrepreneurship and Economic Empowerment: The Path to Sustainable Growth
Entrepreneurship has long been recognized as a powerful driver of economic growth and social transformation. Across the globe, individuals with innovative ideas and the determination to bring them to life have created businesses that fuel economies, generate employment, and uplift communities. Nowhere is this potential more evident than in Africa, where a young, vibrant population…
Read More5 Dynamic Philanthropy & Impact Investing Insights
The Power of Impact Investing: Bridging Philanthropy and Profit This article is based on an interview of Geoff “Chester” Wooley, Co-founder, Patamar Capital and current Board member of SKS Microfinance, India’s largest microfinance bank by Alan Olsen on his American Dreams show on behalf of Legacy Builder’s invitation only philanthropy events. Impact investing is more…
Read More5 Powerful ESG, Business, and Investing Trends
Key ESG, Business, and Investing Trends. What does the future hold for businesses navigating the complexities of sustainability and finance? A recent American Dreams Show interview by Host, Alan Olsen on behalf of Legacy Builder’s invitation only philanthropy events, of Michael Meehan, titled “The Future of ESG and Impact Investing with Michael Meehan“. The interview…
Read MoreThe Power of Design Packaging: 4 Steps Make Successful Entrepreneurs
What is design packaging, how can it help entrepreneurs be successful, and where to learn more about it? In a world where first impressions are everything, the art of design packaging has emerged as a critical factor in setting businesses apart. Few understand this more profoundly than Randi Brill, Chief Creative Officer of JUST CALL…
Read MoreBrian King – The Market for Alternative Investments
Brian King – Alternative Investments Unlocking liquidity in illiquid assets: How Brian King’s LODAS Markets is revolutionizing alternative investments. Introduction What if you could turn traditionally illiquid assets into liquid ones, opening up a world of new investment opportunities? Brian King, a seasoned veteran of the stock exchange industry, is making this a reality. Through…
Read MoreEthos, AI, and Internet Governance with Fadi Chehadé
Fadi Chehadé, Founder & Managing Partner Ethos Capital LLC, former ICANN CEO & Sr. Advisor to World Economic Forum‘s Executive Chairman, discusses AI, internet governess power, and Ethos on Alan Olsen‘s American Dreams Show. This week on American Dreams, we sit down with Fadi Chehadé as he shares his journey from starting as a church custodian in LA to…
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