All Press Releases for March 05, 2015

James C. Eastman is an American Success Story in Family Wealth Management

Mr. Eastman has directed wealth choices for nearly 40 years



An expert in wealth management, Mr. Eastman has nearly four decades of experience in the wealth management industry.

    NAPLES, FL, March 05, 2015 /24-7PressRelease/ -- James Eastman, Founder and Managing Director of Regional Family Offices (RFO), has been named a Worldwide Branding Executive of the Year in Financial Management. While inclusion in Worldwide Branding is an honor, only small selections of members in each discipline are chosen for this distinction. These special honorees are distinguished based on their professional accomplishments, academic achievements, leadership abilities, years of service, and the credentials they have provided in association with their Worldwide Branding membership.

An expert in wealth management, Mr. Eastman has nearly four decades of experience in the wealth management industry. Regional Family Offices is a private wealth management firm that enables families with $3 million or more in investment assets to experience family wealth management in a manner similar to our nation's billionaires. RFO is being recognized as a leader in the transformation of the financial services industry. They have created the most comprehensive and integrated service platform in the industry for delivering total family wealth care to the broad market of successful families with three million or more in investment assets. In his role as Managing Director, he oversees development of the RFO Wealth Care Network and RFO unique service platform and proprietary software.

Prior to founding Regional Family Offices, Mr. Eastman was the Director of Family Wealth Management for the Citi / Smith Barney Family Office in Naples, FL. He left that position in 2010 to fulfill his vision of building RFO. RFO is the nation's first membership based family office and was created to help successful families take control of their financial future. One of the great innovations in accomplishing this goal was the creation of the RFO Wealth Care Network through which a family can access all the essential resources required to manage family wealth in today's complex world through a single service platform.

RFO plans on creating a national network of locally owned and operated wealth advisor offices to serve the successful family with all their financial needs. RFO simplifies the process of private wealth management, significantly reducing the amount of time and money a client spends managing family wealth.

Mr. Eastman joins a select group of business leaders from around the world, along with television pioneer Kevin Harrington (an original shark from "Shark Tank") and renowned money expert Loral Langemeier, to co-author their new book titled, "Get in the Game: The World's Leading Entrepreneurs and Professionals Reveal How YOU Can Get off the Sideline and Start Improving Your Health, Wealth and Lifestyle!" Mr. Eastman's chapter, Transformation Change in Private Wealth Management received an Editor's Choice Award, recognizing it as a most valuable chapter.

The royalties earned from "Get in the Game" will be given to Entrepreneur's International Foundation, a not-for-profit organization dedicated to creating unique launch campaigns to raise money and awareness for charitable causes.

Nick Nanton, Esq., along with business partner, J.W Dicks, Esq., the leading agents to Celebrity Experts worldwide, recently signed a publishing deal with each of these authors to contribute their expertise to the book, which will be released under their CelebrityPress imprint. Visit https://www.prbuzz.com/personal-finance/260070-personal-finance-speci ... -book.html.

In recognition of his outstanding work, Mr. Eastman has received several accolades over his career. His biography is listed in the 1996 edition of Who's Who in Finance and Industry. In 2012, he was recognized for the third time by Gulfshore Life Magazine as one of the Top Financial Advisers in Southwest Florida. And he was a nominee for the 2014 Ernst & Young Entrepreneur of the Year Award for his innovations developed by RFO. It can be viewed at http://regionalfamilyoffices.com/ernst-young-nominates-james-eastman- ... enuer-year.

Mr. Eastman began his career as a CPA with Ernst & Young, one of the nation's largest and most prestigious accounting firms, in 1976. He became one of the first CPAs in the country to earn the Personal Financial Specialist (PFS) designation in the early 1990's. Mr. Eastman graduated summa cum laude with a bachelor's degree in accounting from Bentley University in Boston, MA in 1976.

Recently inducted into Worldwide Branding, Mr. Eastman also maintains affiliations with the American Institute of CPAs and its Personal Financial Planning section. Mr. Eastman has served as an officer and director of the Estate Planning Council of Naples, Inc. For the past 10 years, he has fulfilled his charitable interests by serving on the Board of Trustees of the American Bible Society, one of the oldest and largest Christian charities in the world. His responsibilities include being a member of its Investment Committee which oversees ABS endowment fund which is currently valued at nearly $500 million dollars. His hobbies include reading, traveling, boating, golfing, and charity work.

For more information, visit http://www.regionalfamilyoffices.com.

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