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Podcast: The Influential Advisor
Episode: 039: (Audible Summary) Wealth Unleashed: Navigating Wealth and Taxation for Business Owners, Wealthy Families, and Their Advisors by James A. Lavorgna
Description: Wealth Unleashed is an essential guide for business owners, wealthy families, and their advisors seeking to navigate the complexities of wealth and taxation with confidence and strategic prowess. Written by seasoned financial expert James A. Lavorgna, this book offers up-to-date insights into the virtual family office (VFO), an innovative model designed to maximize tax benefits and streamline wealth management.Lavorgna's 45-year journey in financial services culminates in this groundbreaking book that promises to transform your approach to wealth management. With a unique blend of real-life stories and actionable strategies, Wealth Unleashed delivers a powerful message: you can...