Eric Bowers, CFP®, CPWA®’s Post

View profile for Eric Bowers, CFP®, CPWA®, graphic

Partner at Plante Moran Financial Advisors

It’s important to develop a comprehensive family office wealth management and financial strategy, and separate personal and business finances. Plante Moran Wealth Management Partner Brian Carter and Principal Mike King highlight best practices and emerging trends for running a well-functioning family office and family business. Read our article. https://bit.ly/3wUQ44i

To view or add a comment, sign in

Explore topics