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Title: Zeniki Wealth Unveils Comprehensive Personal CFO Services to Transform Wealth Management
United States, 2nd Jan 2025 - Zeniki Wealth has announced the launch of its Personal CFO service, offering a solution for high-net-worth individuals, business owners, and professionals navigating the challenges of complex wealth. The service provides tailored, holistic financial strategies designed to meet the unique needs of clients while removing the burdens associated with managing intricate financial landscapes.Kyle Schlossman, Founder of Zeniki Wealth, brings extensive expertise as a CFA®, CPA, ABV, and MBA to lead this innovative approach. This white-glove service offers more than traditional financial planning, serving as a trusted advisor and single point of contact for comprehensive financial management.Moving Beyond Traditional Financial PlanningThe Personal CFO service aims to fill a critical gap in traditional financial advisory models by addressing the frustration many clients experience when their needs surpass the capabilities of their advisors.Kyle Schlossman commented: "High-net-worth individuals, business owners, and professionals often feel overwhelmed by the constant demands of managing complex wealth. Our Personal CFO service is designed to lift that weight off their shoulders, enabling them to enjoy life without the stress of financial management."By consolidating services such as tax planning, trust administration, and estate planning, Zeniki Wealth eliminates the inefficiencies and redundancies often found in traditional financial advisory setup.Tailored Solutions for Unique Financial ChallengesZeniki Wealth’s Personal CFO service caters to a wide range of needs, including:Trust Planning & Administration: Ensuring seamless wealth transfer strategies.Alternative Investments: Providing access and insights into unique opportunities.Business...
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