Essentially, a family office is like your personal CFO. A family office does all the tasks that your accountant, your investment advisors, your lawyer, and your bankers won’t do. My clients tell me I’m like their Consigliere. A consigliere is a close, trusted advisor and confidant, or a kind of “right hand man”. I jokingly describe that...
Accountants can be valuable members of your financial team, but wealthy investors often get frustrated by their accountants or don’t use them to their full potential. This post offers some ideas about how to work with your accountants so they can become more valuable to your financial life.
Your family office is your most trusted advisor and who you rely on the most to provide you and your family with financial peace of mind.
