We knew nothing about Trusts and Wills before starting this process. Our trust was complicated. David worked diligently to come up with a document that we are very happy with. His patience in answering questions (no matter how many times I asked them) was greatly appreciated. Additionally, he prepared and educated us regarding other documents we needed to get our affairs in order.
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360NetWorth is a Personal CFO firm. We specialize in providing a one-stop shop for all things financial as well as tax planning, estate planning, and entity formation. The firm has special expertise in creating Texas Series LLCs.
David Disraeli has been in financial services for 36 years. In addition to founding 360NetWorth, Inc., he is active in philanthropy, serving as treasurer of The Capstone Charitable Foundation and as a board member of Grass Roots Children's Foundation. See more