The Dinuzzo "Middle-Market Family Office" Breakthrough: Creating Strategic Tax, Risk, Cash-Flow, and Lifestyle Options for Successful Privately-Held B

By P J Dinuzzo

More personal and business wealth exists in the world today than ever before, as privately held business owners creatively grow their companies. Unfortunately, the private wealth industry has not kept up and options for successful middle-market business owners are limited. Only the world's wealthiest families have access to the expertise needed to truly achieve their business, personal, financial, and philanthropic needs. In The DiNuzzo Middle-Market Family Office Breakthrough, private wealth advisor P.J. DiNuzzo reveals the first and only structure through which he and a well-coordinated team of experts help middle-market business owners get the same level of service once only reserved for the ultra-wealthy.

• Format: Hardcover
• Language: English
• ISBN: 1631958348
• ISBN13: 9781631958342
• Release Date: August 2022
• Publisher: Morgan James Publishing
• Length: 288 Pages