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Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life. 

Jan 27, 2024

You might have heard of the term "Family Office". On this episode, Karl Eggerss welcomes guest Justin Pawl, CFA, CFP to break down the meaning and what services CAPTRUST offers in this space. Whether you need a "Family Office" or not, you will likely face several tasks that need to be addressed when it comes to your financial picture.

Topics discussed on this podcast:

  • Family Office
  • Estate Planning
  • Generational Wealth
  • Legacy Planning

For more information, go to https://www.creatingricherlives.com

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