The Multi-Dimensional Framework of a Family Office | AWM Insights #173
AWM Insights Financial and Investment News
English - October 06, 2023 19:00 - 9 minutes - 8.8 MBInvesting Business News Business News pro athlete financial advisor athlete wealth management finance athlete financial advisor wealth management investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Financial services and investment expertise have traditionally been scattered across many different roles with no one “Quarterbacking” the process. In the past, investors worked with brokers, accountants, private investment specialists, and other professionals individually with differing levels of knowledge and involvement.
There was little to no cross-communication between these individuals, and partitioned advice ultimately hurt investors.
The Family Office Framework centralizes experts and allows them to collaborate and focus on delivering the most holistic and customized advice while offering the best investment experience.
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Episode Highlights
0:00 Intro0:49 The Multi-Dimensional Framework of a Family Office 3:19 Maximizing the facets of life through proper management of wealth 6:15 Looking at your wealth journey holistically8:23 Building a healthy foundation9:13 Text us!