Category : Family Office Advisor

Brenda Geiger, Expert Estate & Business Planning Attorney and Michelle St. Clair, CEO of Elite Lifestyle Mgmt

BY clawver
IN Elite Lifestyle Management, Entrepreneur, Family Office Advisor, Finance, Geiger Law Office, Guests, Sponsors, Wealth Management

Posted: September 8, 2016
Comments: No comment
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Richard and Joe welcomed show sponsor Brenda Geiger, trust attorney, and Michelle St.Clair a luxury concierge. Brenda Geiger and the…

Anthony Lombardi, Expert Trainer for Financial Advisors

BY clawver
IN Authors, Certified Public Accounting - CPA's, Family Office Advisor, Finance, Guests, Investments, Perfect Client, Sponsors, Wealth Management

Posted: July 29, 2016
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This week Richard and Joe welcomed show sponsor, Anthony Lombardi, founder, and CEO of The Lombardi Group. Since 1995, Mr.…

Estate Planning Book: Protect Your Children’s Inheritance

BY clawver
IN Authors, Collaboration, Family Office Advisor, Geiger Law Office, Guests, Legislation, Sponsors, Thought Leadership, Wealth Management

Posted: August 10, 2015
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Sponsor Brenda Geiger of Geiger Law Offices, and David Frees of UNRUH, TURNER, BURKE & FREES joined Rich and Joe…

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