What is a "Family Office"? (And When You Actually Need One)
Автор: David Wagner, CFA®, CPA, CFP®
Загружено: 2026-02-09
Просмотров: 1
Описание:
What is a "Family Office"? (And When You Actually Need One)
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In this video, I explain what a family office actually is and why it’s not just for billionaires or old-money families. I break down the idea of the “complexity gap,” where your financial life has grown too complicated for a traditional advisor, but you’re not large enough to build a private family office from scratch. I walk through how lack of coordination between your CPA, attorney, and investment advisor can lead to missed opportunities and costly mistakes, and how a multi-family office approach is designed to solve that exact problem. If you have multiple income streams, accounts spread across institutions, and feel like you’re the only one who sees the full picture, this video will help you understand whether a more coordinated, family-office-style approach might make sense for your situation.
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