Thursday, October 27, 2011
THREE of the country's top family and financial experts recently joined Cebu-based Premier Business Inc. (PBI) in a bid to provide further guidance in successful inheritance management to families in Cebu.
Jonathan Ramos, president of PBI, said the three Manila-based experts showcased in the 1st Family Inheritance Conference are now among their Senior Family Business consultants.
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"It means families here in Cebu no longer have to fly to Manila in order to avail their consultancy services," said Ramos.
He also said that the recently concluded conference solicited strong interests from many Cebuano families to take concrete and actual actions in properly managing and keeping their inherited financial and business assets.
"The 300 families who attended the event were so inspired that they want to consult with each of our speakers. It prompted us to offer the services of these experts directly to them through our office here in Cebu. It will make the family and financial consultancy services more accessible and less costly," said Ramos.
In fact, Asset Protection and Ownership Planning expert lawyer Jim V. Lopez was here in Cebu last week to talk to six families. He discussed "Establishing Clear Ownership: Asset Protection and Ownership Planning" during the conference.
"If they want to personally meet and consult with one of our speakers, all they have to do is call us and we can schedule the meeting accordingly," said Ramos.
The speakers or PBI's new additions to its roster of Senior Family Business Consultants also include Prof. Jacob Cabochan, associate consultant at the Ateneo Family Business Development Center, and Maribel Dionisio, a family communication expert.
Consultancy of these experts can help families draft a family constitution, organize effective family team building, and craft family financial blueprint, among others.
PBI is a financial planning firm based in Cebu that specializes in providing family financial planning, estate planning, business succession planning, and smart money moves seminars.
Its value-oriented team is composed of accountants, registered financial consultants, risk management consultants, lawyers, tax consultants, marketing and business consultants, and property consultants.
For more information, please visit their office at 2F Insular Life Business Centre, Mindanao Avenue, Cebu Business Park or call at 032-3183173 / 032-3183878.
You may also check their website atwww.premierfinancialwellness.com or send them an email topremierbusinessconsultancy@gmail.com. (PR)
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