AUTHOR

Chad Holmes

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Chad runs a boutique financial planning firm, serving multigenerational families that seek to minimize taxes and maximize legacies. He has been quoted in various publications, including multiple entries in The Wall Street Journal. At Formula Wealth, Chad utilizes video conferencing to work with clients all over the country, offering flat fee engagements as a fiduciary advisor—no products to sell or commissions to earn. Outside of work, Chad enjoys cooking, traveling with his wife, and being a very involved daddy to Georgia and Charlotte.

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The Inheritance Playbook

Helping Your Parents Pass the Torch, Not the Tax

By: Chad Holmes

Narrated by: Chad Holmes

Length: 2 hrs and 47 mins

Release date: 12-05-23

Language: English

5 out of 5 stars 1 rating
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