Welcome to the Family Fortunes Blog- The desire of informing clientele and other interested readers with the latest thoughts on managing and protecting family wealth and the family business, has fueled my motivation to create this blog. There are many variables within tax laws, financial markets, family dynamics, managing a business, legal matters, and life in general, that can affect the value and stability of wealth within the family. It makes sense to research and write about the timely issues…
Creating an “Ethical Will” As Part of Your Family Legacy Development
Many affluent individuals and families are becoming more and more familiar with the concept of passing on wishes and instructions to loved ones in the form of a written document or a video recording. Several years ago, a movie titled “The Ultimate Gift,” was based on this concept, where James Garner was the character who had passed away, communicated his instructions and requirements on a video tape to the youngest family heir. It was a very effective tool in the…
Steven E. Zeller
Steven Zeller is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary®, Certified Exit Planner, practicing Wealth Advisor, and serves clients nationwide. He has over 24 years of experience within his profession. READ MORE
What Steve Writes About
I write about the latest thoughts and topics that impact high net worth families, individuals, and business owners. The building and sustainability of family wealth and a business is an exciting journey, and I have a passion to help them along the way to grow and thrive.
The latest book that Steve is reading. He reads, all he can, material that is relevant to the high net worth family and business owners, so that he may pass it onto his readers.