After 50 years as a wealth manager, Roey exited his family business and transitioned it to the 5th generation.
In 2016, Roey along with Shawn Barberis launched a “FamTec” (family + technology) digital platform for preparing heirs for the complexities of wealth. This multi-generational approach goes far beyond the money but focuses on the “more than money” wealth of families.
As a CEPA, Roey appreciates the collaboration required to guide families in their successful exit. He is a man that “eats his own cooking” so buckle up for a practical way to enhance your practice and create a new source of revenue as well.
