Freeing others of their bestowed burdens, so they are free to move the world.Stan is a former CFP with over 20 years of financial service experience and deeply experienced in the matters that affect the Ultra-High-Net-Worth. He founded GENRICH in 2008 and evolved it into the Family Office operating partner it is today.Stan also served as interim CFO for various client businesses in manufacturing, distribution, and television media production. He is an Alum of the Thayer Leader Development Program at West Point, and a USC graduate in Electrical Engineering and Business Studies.Stan has spoken at numerous family office conferences such as Marcus Evans, Opal, and IMN. Topics have included:• Strategies for Establishing Trust and Safeguarding Against Fraud• Blueprint for Multi-Generational Planning• Family Governance, Communication, and Trust• Tax Reduction, Asset Protection, and Strategies of the Rich• Exploring the Recent Developments Working with Cross-border Families• Operational Excellence• Trends in Real Estate Investing• Family Office Asset Allocation Strategies• Obvious and Not-so-obvious Benefits of Planned Giving
Listed skills include Estate Planning, Investments, Retirement, Finance, and 36 others.