Richard Fox launched Family Wealth Map, LLC, which helps wealthy families and their advisers better manage information. Fox’s clients are families with estates ranging from $10 million to over $1 billion, making for complex estate structures. Family Wealth Map uses software that synthesizes the client’s information and presents the data to the clients and their advisers. The company allows clients and advisers to spend their valuable time on planning as opposed to gathering information, dubbing the software a “master filing cabinet” and helping families build wealth.
See Robyn Dexter, Family Wealth Map: Organize Your Estate, Ladue News, April 27, 2017.
Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.
