Who's On Your Dream Team?
活動訊息
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內容簡介
What happens when the world around you is spinning with so many questions, hurdles, and problems? How do you get to live the life you have always dreamed of-and reach the goals that you and your family desire? The answer, says author Irvin Schorsch, is through finding the right kind of family-focused fiduciary firm that can be a trusted partner to help you in all aspects of life.
Who's On Your Dream Team? will show you how the right kind of fiduciary firm can help you increase your wealth, decrease your stress, and take charge of your time to ensure you meet all of your goals and live the life you've always wanted.
"Learn how to pull together a dream team to serve as your Swiss Army knife for life - financial planner, coach, family therapist, negotiator, and confidante."
-Mehmet Oz, M.D.
Professor emeritus, Columbia University
"Irvin Schorsch? He's not just a wealth manager. He's a builder. No, he doesn't wear a hard hat (that I know of!), but he does
the heavy lifting and the important work that builds wealth, builds relationships, and builds your star-reaching dreams."
-Benjamin F. duPont
Managing Director, Co-Founder, Chartline Capital Partners
"Irvin Schorsch and the dream team advance and unceasingly pursue clients' interests with an unmatched passion for success. Irvin challenges the status quo, conventional wisdom and mediocrity to deliver clients their long term wealth goals."
-Steven S. Poulathas
Co-Managing Shareholder, Flaster Greenberg PC
"Who's On Your Dream Team? is a thoroughly enlightening book that offers a fresh, highly practical perspective on the management of those things that matter most in your life. What sets this apart from standard 'financial advice' is the emphasis on the 'human' aspect in financial and true wealth management."
-Lee M. Brower
Founder, Empowered Wealth, LLC
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