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Michael Kramer

Manager of Natural Investments, an RIA overseeing $1.9 billion in assets under management. Instrumental in implementing a perpetual purpose trust structure for internal succession planning.

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Oct 8, 2024 • 1h 30min

Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors with Michael Kramer

Michael Kramer, Manager of Natural Investments, shares insights on their unique use of a perpetual purpose trust for succession planning. He discusses how this structure allows ownership monetization without debts for future advisors, promoting accountability through roles like 'trust enforcer.' Kramer also delves into building a values-driven practice and fostering a collaborative environment. He emphasizes the importance of equitable governance and the potential for high payouts, alongside his journey of attracting clients through impactful public speaking.