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 take advantage of the government sponsored incentives given to businesses.

You get access to:

  • Explicit instructions on how to minimize your taxes the way Fortune 500 companies do.
  • A primer on business deductions and increased retirement contributions through a family office.
  • Estate planning ideas.
  • Lawyer reviewed Operating Agreements for the progressive tax haven of the State of Colorado, and the laissez faire State of Wyoming.