On this episode of Investor Connect, Hall welcomes Craig Martin, Founder, and President at The Family Wealth Consulting Group.
The Family Wealth Consulting Group is a family-owned and operated fee-only financial planning firm that has been a fiduciary with clients in Silicon Valley, California, for over 35 years. This family-centric team focuses on helping families maximize financial resources for today, as well as for generations to come. FWCG’s unique expertise is building portfolios including alternative investments that give clients more money during their retirement years, as well as helping families manage the tax and estate planning issues that are top of mind for many clients who have a net worth.
Craig has been coordinating estate and income tax planning with investments and cash flow for high-net-worth clients of Silicon Valley since 1976. He was an early adopter in 1990 when he converted his firm to fee-only because of his conviction to being a fiduciary so he could remain agnostic to which product or ideas he was advising, only with a dedication to helping clients make informed decisions.
Because Craig is dedicated to continuous education in an evolving financial industry, he is convinced of the importance of building risk-managed portfolios using dissimilar price movement asset classes. He considers alternatives as some of the most efficient risk-management tools, so he offers alternative investments to his clients now using two different funds, where he is now co-investing with clients as an angel investor in start-up businesses. He has extensive experience in performing due diligence on start-up businesses because he has participated in dozens of due diligence teams along with other members of Keiretsu Forum, the largest angel investment group in the world. He teaches due diligence to entrepreneurs and other angel investors in the Keiretsu Academy as well as leading focused academies on this topic for the angel investment community of both angels and entrepreneurs.
Craig earned the Master of Science in Financial Services (MSFS) in 1989 from The American College out of Bryn Mawr, PA, the largest and oldest institution exclusively dedicated to the financial industry. He also has qualified for several undergraduate level designations from that same college, including the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), and then earned the mark of Certified Financial Planner (CFP) from the CFP Board of Standards. He has taught financial planning classes at the University of California at Berkeley.
Craig speaks about the state of angel investing and the biggest change he thinks we will see in the next year or two. He also discusses some of the challenges startups and investors face.
You can visit The Family Wealth Consulting Group at www.fwcg.net and www.fwcgfunds.net, and via LinkedIn at www.linkedin.com/company/family-wealth-consulting-group.
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Hall T Martin is the director of Investor Connect, which is a 501(c)(3) nonprofit dedicated to the education of investors for early-stage funding. All opinions expressed by Hall and podcast guests are solely their own opinions and do not reflect the opinion of Investor Connect. This podcast is for informational purposes only and should not be relied upon for the basis of investment decisions.