Episode 465: 05-10-18
Jim Fried of Fried On Business talks to Dave Reynolds, VP of Business Development for Spearhead Capital in West Palm Beach, FL. Spearhead is a boutique financial services firm that focuses on building custom solutions for ultra-high net worth individuals and family offices. Dave is a Certified Financial Planner. Areas he focuses on with clients include tax efficiency, estate planning, and asset protection. Jim and Dave discuss best practices for family office investing.