Family wealth office

Family offices are private wealth management advisory firms which usually only serve ultra-high-net-worth (UHNW) investors. They differ from traditional wealth management by managing all the financial and investment decisions of an affluent individual or family: budgeting, insurance, charitable giving, family-owned businesses, wealth transfer, and tax services.

This course covers how to create your own family wealth office to manage your estate as a business.

You get access to:

  • A primer on business deductions and increased retirement contributions through a family business.
  • Estate planning ideas.
  • Lawyer reviewed Operating Agreements for the progressive tax haven of the State of Colorado, and the laissez faire State of Wyoming. A minute book template for the business-forward province of British Columbia.

Price in CAD.