The DiNuzzo “Middle-Market Family Office” Breakthrough: Creating Strategic Tax, Risk, Cash-Flow, and Lifestyle Options for Successful Privately-Held Business Owners and Affluent Families

Author:   P. J. DiNuzzo
Publisher:   Morgan James Publishing llc
ISBN:  

9781631958335


Pages:   250
Publication Date:   15 September 2022
Format:   Paperback
Availability:   In stock   Availability explained
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The DiNuzzo “Middle-Market Family Office” Breakthrough: Creating Strategic Tax, Risk, Cash-Flow, and Lifestyle Options for Successful Privately-Held Business Owners and Affluent Families


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Overview

Brings the benefits of single family offices to an entirely new demographic of middle-market business owners Reveals a process through which middle-market business owners can access professionals once only available to the ultra-wealthy Shares how readers can save hundreds of thousands of dollars in tax obligations Exposes the truth about how middle-market business owners are being underserved and taken advantage of by salespeople disguised as professionals Shows readers how they can access the best-of-the-best professionals without having to pay huge hourly fees, instead only having to pay when they receive much more value in return Introduces several financial, tax, business, risk management, foundational health, biohacking, and even more options now available to middle-market business owners through the structure created by P. J. DiNuzzo

Full Product Details

Author:   P. J. DiNuzzo
Publisher:   Morgan James Publishing llc
Imprint:   Morgan James Publishing llc
ISBN:  

9781631958335


ISBN 10:   163195833
Pages:   250
Publication Date:   15 September 2022
Audience:   General/trade ,  General
Format:   Paperback
Publisher's Status:   Active
Availability:   In stock   Availability explained
We have confirmation that this item is in stock with the supplier. It will be ordered in for you and dispatched immediately.

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Author Information

P. J. DiNuzzo is the Founder, President, Chief Investment Officer (CIO), Chief Compliance Officer (CCO), and Director of Business Development for DiNuzzo Private Wealth, Inc./DiNuzzo Family Office/DiNuzzo Wealth Management, which has operated as an SEC Registered Investment Advisory Firm since 1989 and manages $929 million in assets under management as of December 31, 2021.  P. J. has earned numerous designations, including the distinguished Personal Financial Specialist (PFS™) designation and the Accredited Investment Fiduciary® (AIF®) designation. He is also the author of the book, The Seven Keys to Investing Success (Lioncrest Publishing, 2020) and P. J. has appeared and been interviewed on numerous occasions regarding Strategic Asset Allocation, Portfolio Diversification, Indexing, Rebalancing, and Retirement Income Planning on various Television and Radio programs including: OPRAH & Friends with Jean Chatzky on XM Radio, CNBC- TV Power Lunch, KDKA-TV2 Sunday Business Page with Jon Delano, The Lange Money Hour radio show with Jim Lange, and The Street.com TV. He currently resides in Pittsburgh, PA. 

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