Tim Belber
Founder & Principal of The Alchemia Group LLC
- Role
- Council of Deans Dean of Fusion at Purposeful Planning Institute
- Location
- Lafayette, CO, US
- LinkedIn followers
- 500 followers
Experience
Council of Deans Dean of Fusion
Mar 2014 — Present
PPI Deans play a significant role in the evolution and transformation of the Purposeful Planning landscape. They come from a variety of professional disciplines and serving backgrounds but will share a common passion for assisting legacy families and families in business to discover the pathway to flourishing lives and families. Each of the Deans are instrumental in forging the thought content and processes we are introducing through our weekly teleconferences and at gatherings such as the annual Rendezvous.
Skills
- Shareholder Agreements
- Wealth Transfer
- Estate Planning
- Trusts
- High Net Worth Individuals
- Wealth Management
- Wealth
- Retirement Planning
- Financial Advisory
- Leadership
- Asset Allocation
- Finance
- Strategic Planning
- Retirement
- Strategic Financial Planning
- Trust Services
- Small Business
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