Capital Structure and Risk for Closely Held Companies

Tanglewood Legacy Advisors Partner, Kevin Roth discusses capital structure and risk for closely-held companies.

The Family CFO

Tanglewood Legacy Advisors President & Founder, Andrew T. Gardener explains Tanglewood’s role as the Family CFO.

Planning for Early Retirement and a New Avocation

Tanglewood Legacy Advisors Vice President, Shannon Pike discusses some considerations for those contemplating early retirement.

Who’s the Advocate for your Family Steward?

Tanglewood Legacy Advisors President & Founder, Andrew T. Gardener discusses the role of advocate for family stewards.

Raving Fan Service: A Short Example

Tanglewood Legacy Advisors President & Founder, Andrew T. Gardener talks about what it means to have clients who are raving fans.

Financial Planning Designed to Adjust through Family’s Life Cycles

Tanglewood Legacy Advisors Vice President, Shannon Pike discusses how the Wealth Planning process is a constantly evolving one that leads the cycles of family’s lives.

The Balanced Life Approach

Tanglewood Legacy Advisors President & Founder, Andrew T. Gardener describes our Balanced Life Approach.

How People View Money Impacts their Relationship with Financial Management

Tanglewood Legacy Advisors Vice President, Shannon Pike discusses the concept of how individuals’ psychological relationship with money impacts their Wealth Planning – a unique starting point in the Tanglewood planning process

Why Your Family Should Consider a 100 Year Plan

Tanglewood Legacy Advisors President & Founder, Andrew T. Gardener describes the notion of a 100 year plan.

Family CFO for a Closely-Held Company

Tanglewood Legacy Advisors Partner, Kevin Roth, explains our Family CFO services for a closely-held business owners.

What Makes Tanglewood Unique?

Tanglewood Legacy Advisors founder, Andrew T. Gardener, explains what makes Tanglewood unique.