Most families spend countless hours and dollars, preparing their money for their family.
Few families spend any time preparing their family for the money.
Tom is a sought after educator and consultant to wealthy individuals, family offices and entrepreneurs. His past engagements include The Young Presidents Organization and their advisors, The World Presidents Organization, Harvard University Business School, The Lincoln Center, Yale University, Dallas Theological Seminary, Vistage, Museum of Modern Art, The Nature Conservancy, New York Botanical Garden, The Dallas Foundation, The New York Community Trust, The Boston Foundation, as well as many other organizations.
Marvin, an attorney and CPA, founded The Blum Firm, P.C. over 38 years ago. The firm has law offices in Fort Worth, Dallas, Austin, and Houston and specializes in the areas of estate planning and probate, asset protection, planning for closely-held businesses, tax planning, tax controversy, and charitable planning. The company has grown to be the largest group of estate planning attorneys in the State of Texas.
Peter is the Founder and CEO of IWM Advisors, an independent wealth management firm that helps families integrate all components of their wealth management.