USA 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 grow and manage your estate … since most of us don’t have $10 million.

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.
  • A ready to go, lawyer approved Operating Agreement for the progressive tax haven of the State of Colorado.