"I am the Speaker Chair for the Tri Valley Estate Planning Council in Pleasanton, California. On October 5, 2006, our Council invited Karl R. Bareither of FBR System to speak to our Council on family business planning and the holistic process related to family business planning. Karl was a motivational and informative speaker who shared his personal and professional experiences in dealing with the family and business estate planning. Our members were engaged by Karl's interactive speaking method and I believe everyone came away with a new appreciation for the holistic approach to family business planning. I am happy to recommend Karl Bareither as a speaker."

— Ken Began
Certified Estate Planning Trust & Probate Specialist

"The FBR Wealth Transfer Specialist worked with our mutual client resulting in important changes in their liquidity planning."

— F. Heyer, CLU, California

"The FBR Wealth Transfer Specialist demonstrated the importance of involving the entire family and obtained the needed information that helped me create the additional legal documents."

— W. Aspen, Attorney, Colorado

"Thank you for speaking at our National Conference. Your presentation definitely touched the hearts of our advisors."

— Steven S, Marken, Esq., Advanced Markets Planner
Financial Network Investment Corporation, CA

"As a result of bringing together the entire family, the FBR Wealth Transfer Specialist brought new insight to the family business and me. They were instrumental in moving the entire process."

— R. Wilson, CPA, Colorado