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Goodwill Hunting & Charitable Strategies

AFO|Wealth Management Forward2023-03-29T22:22:14+00:00

WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH!

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Two Hawk Consulting

Arrowroot Family Office

Goodwill Hunting & Charitable Strategies

In this episode, Rory speaks with Randy Fox of Two Hawks Consulting about wealth and charitable planning strategies. Randy talks about exit planning strategies, personal goodwill, and how to carve out the value attributed to an owner’s name, reputation, and key relationships. Discover why CPAs are uniquely positioned to help families and business owners with their estate planning needs. Randy breakdowns the 3 possible beneficiaries of a person’s assets: the family, the government, or charity. Why do so many business owners prioritize tax savings during their wealth accumulation phase but fail to plan for taxes during the exit phase? Do you want to know what Robin Williams, Aretha Franklin, and Prince have in common? Find out the answer to these questions and more on this Goodwill Hunting episode with wealth and charitable advisor Randy Fox.

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AFO|Wealth Management Forward


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Copyright © 2023 AFO Wealth Management Forward. All Rights Reserved.
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.
JOIN OUR COMMUNITY
  • Terms & Condition
  • Privacy Policy
  • Web Accessibility
Copyright © 2023 AFO Wealth Management Forward. All Rights Reserved.
  • Wealth management
  • Digital marketing
  • Branding
  • Resources
  • Podcast
  • Contact
  • Press
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.