Tony Robbins with Richard C. Wilson
Tony Robbins | Fireside chat with Richard C. Wilson
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95% of what is out there in family office structures is flawed.
Trust, estate and tax attorney | about 40 years | 130+ billionaires represented | about 600 family offices
By generation three there's a loss of the family ethos, and the family office splinters.
Live panel | ultra-wealthy investor mandates | distressed multifamily bought at 40% of 2022 prices | trust protectors and seven-generation thinking
Wealth attracts predators, so elderly family members need protection from scams and undue influence.
Keynote | protecting heirs and elders from fraud | a scam that took $1.5 million from her sister | no will changes without approved witnesses | no check-writing privileges for employees
We do 16 of these live a year.
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