Posey Capital Management – Asset Management and Comprehensive Financial Planning
Posey Capital Management Inc., Houston, Texas, provides portfolio management and comprehensive financial planning services for high-net worth individuals. Services include retirement planning, education funding, insurance and risk management, wills and estate planning, and succession planning.
Duration : 0:3:56
Recommended Reading
- Management Succession Planning for Family Businesses
- William Rothwell, Ph.D. – Talent Management Basics
- Reasons Why an Estate Plan Can Go Awry – Hull on Estate and Succession Planning #146
- The Positive Side of the Second Marriage – Hull on Esate and Succession Planning
- Management Succession Planning Blueprint (ebook)
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