There is no greater endorsement to the service we provide our clients than to receive testimonials. We share with you comments from advisors/partners and business owners/family members that have participated.
We will also provide you introduction to family business owners and advisors that have benefited from FBR services.
INSURANCE, FINANCIAL, TAX & LEGAL ADVISOR TESTIMONIALS
As the Speaker Chair for the Tri Valley Estate Planning Council in Pleasanton, California I invited Karl R. Bareither of FBR System to speak to our Council on family business planning and the holistic process related to family business planning. Karl was a motivational and informative speaker who shared his personal and professional experiences in dealing with the family and business estate planning. Our members were engaged by Karl’s interactive speaking method. Everyone left with a new appreciation for the holistic approach to family business planning.
— Ken Began
Certified Estate Planning Trust & Probate Specialist
Karl Bareither demonstrated the importance of involving the entire family and obtaining all the necessary information. This process helped our firm create the additional legal documents we needed.
— W. Aspen, Attorney, Colorado
Karl Bareither spoke at our National Conference. His presentation definitely touched the hearts of our advisors.
— Steven S, Marken, Esq., Advanced Markets Planner
Financial Network Investment Corporation, CA
As a result of bringing together my clients entire family, the FBR Wealth Transfer Specialist brought new insight to the family business and me. They were instrumental in moving the entire process.
— R. Wilson, CPA, Colorado
“Thank you for speaking at our March 20th Estate Planning Council meeting. Your presentation was one of the best presentations of the year, and was very well received by our membership. I noted that several members asked for additional information regarding your Family Business Renewal System and about your consultative services for family businesses. I am sure your services will be valued and used by many of the Council members, in seeking to better serve their clients.” – S. Beattie – California
“We would like to take this opportunity to express our appreciation and thanks for your February 27th presentation at our FPA of Greater Phoenix chapter meeting. As you can see from the enclosed copy of the speaker evaluation summary, your presentation relating to “Legacy or Tragedy – An Advisors Guide to Preserving Family and Business Wealth” was very well received by the attendees. We appreciate your preparation as well as the time spent to travel and share your knowledge, experience and expertise with us.” – C. Scarborough – Arizona