Navigating Wealth Transitions

Kendall Laughlin is an investor himself, but his real passion is helping family offices set goals and reach them. He serves as a director for 10 family offices, ranging from 20-55 Million, and he shares how they think about strategy and plan their legacies, and what those families are thinking about in 2025. 

Check out Kendall’s family office work at https://arkfinancial.com/ and his coaching services at https://leadersatthehelm.substack.com/welcome 

Find out more about the podcast at https://www.thebillionairepodcast.com/

And check out Ben & Bob’s company and invest along at https://aspenfunds.us/