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Structured Notes for Growing and Preserving Generational Wealth
Wealth management expert Jason Howell discusses family governance and how Structured Notes can help with unique financial planning challenges.
March 15, 2024

Advisors like Structured Notes for their ability to help define an investment’s outcome. Wealth manager, Jason Howell, CFP®, CPWA®, CSRIC®, discusses how he uses Structured Notes to produce and secure generational wealth. Jason’s unique approach to family governance is a level of service unavailable in big box brokerages. This wide ranging conversation covers a lot of ground, including what is family governance and why it matters. We also discuss how Structured Notes can help differentiate an advisor’s offering.

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