“If you thought explaining the birds and bees was difficult, just wait until your children start asking questions about family finances.” -Jon & Eileen Gallo
We consult with parents, families and financial advisors. Private consultations are available for a variety of financial concerns. If you are a parent and would like some support in communicating with your children about family financial issues, we are here to help.
If you are an advisor, we can work with you and your clients. Since you will be present at the meetings, you’ll gain a clearer understanding of issues facing your clients… and be better prepared to help them with
the next steps.
Private consultations are available at our offices or by telephone 310.207.0710
or fill out the form below:
