SOURCE: FUTR Family Management, LLC
CARLSBAD, CA--(Marketwire - January 23, 2013) - Anticipating a blockbuster 2013, FUTR Family Management has hired Don Kuhn as a Relationship Portfolio Manager. Don previously consulted with FUTR as FUTR's Director of Insurance Services.
Says CEO Neil Campbell, "FUTR is excited about Don Kuhn joining our ClientCare Team as a Relationship Portfolio Manager. Don brings nearly 25 years of experience in financial services, especially complex estate plan design and life insurance product development." In addition to his ClientCare duties, Kuhn will be instrumental in designing a new way for charities to manage a portfolio of Life Insurance products including FUTR's fee-based life insurance sales program which establishes an alternative fixed income investment. As well, Kuhn will add an experienced perspective to help clients solve complex family and business succession plans.
Campbell adds, "Don has been a terrific contributor to, and student of, FUTR's investment solutions for families. He is a strong proponent of FUTR's approach of 'Investing in Families' and the belief that wealth is more than just money."
Established in 2008, FUTR Family Management provides business and family succession planning and family-focused wealth investment advice. FUTR's expertise is in multi-generational wealth accumulation, growth and distribution. FUTR hosts a yearly "Family Conference" with speakers and workshops that target family communication, succession planning and development of family visions & values statements.
FUTR Family Management, LLC
2131 Palomar Airport Road #200
Carlsbad, CA 92011