Family CFO for a Closely-Held Company
Posted On: May 20th, 2019
Tanglewood Legacy Advisors Partner, Kevin Roth, explains our Family CFO services for closely-held business owners.
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To learn more about how we can serve as your Family CFO — help orchestrate a virtual boardroom, bring advisors together to discuss and optimize your needs and ultimately construct clear pathways in Wealth Planning — contact us.