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18min chapter
It’s Not the Money, It’s the Mood
The Compound and Friends
Navigating Family Offices and Wealth Management
This chapter explores the emergence and evolution of family offices as essential wealth management tools for ultra-high-net-worth families. It discusses the implications of wealth transfer, the shift towards personal control over finances, and the contrasting structures of family offices compared to traditional financial institutions. Additionally, it highlights the challenges and advantages faced by wealthy individuals in managing their assets, emphasizing the importance of collaboration and strategic investment in today's financial landscape.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode