For centuries, families have passed down their wealth from one generation to the next. However, with the modern-day challenges, the need for a more formalized approach to multi-generational wealth stewardship has never been greater.
In this episode, Doug and Greg talk with Jason Baker, a former NFL punter who is now the CEO and Partner at Paterson Center. This organization helps individuals and organizations be very intentional about their strategy and performance. After going through a life plan with one of the best strategic planning facilitators, Jason found clarity in the next act in his life. Today, he got licensed to hold all the Paterson licensing in his private practice.
Jason talks with Doug and Greg about how he transitioned from playing football to owning a consulting firm, what Paterson Center can offer clients, and his approach to creating a life plan for families with different dynamics.
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