Episode notes
On this segment of Blueprint for Wealth, Wayne Zell discusses Minor's Trusts and interviews Brandon Avergon-- President, Rampart Consulting GroupBrandon Avergon is the President and a co-founder of the Rampart Consulting Group. Mr. Avergon is a Chartered Alternative Investment Analyst (CAIA) that has spent over a decade serving High Net Worth and Ultra High Net Worth Individuals and families in investment and financial planning services. Mr. Avergon’s focus is to counsel individuals, families, and family offices regarding domestic and international tax planning and wealth and risk management. He carefully integrates tax management and compliance, estate planning and investment matters, offshore jurisdictions, and wealth and asset protection to create a comprehensive plan to address the needs of his clients.Mr. Avergon is known for his ability to ana ...
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