Great information! I'm a probate and estate planning paralegal with over 13 years of experience. I'm currently studying to take the CFP exam in November and I plan to go to law school within the next two years. How could someone with my expertise add value to a family office?
Tiffany Lipscomb I would recommend further diving you into your background as an estate planner and understand the family dynamics of establishing & passing down trusts. Structuring family wealth to be generational
The estate planning needs of family offices can be intense and they need to be updated every 1-2 years as well. Many families do not enjoy this process or have anything in place surprisingly, so there is a lot of opportunity in this niche.
Great point at 12:00. Takes time to build that trust even after forensic due diligence.
For me a private trust company would be a better deal👌
Awesome video
Informative, thankyou #FamilyOffice
Great information! I'm a probate and estate planning paralegal with over 13 years of experience. I'm currently studying to take the CFP exam in November and I plan to go to law school within the next two years. How could someone with my expertise add value to a family office?
Tiffany Lipscomb I would recommend further diving you into your background as an estate planner and understand the family dynamics of establishing & passing down trusts. Structuring family wealth to be generational
The estate planning needs of family offices can be intense and they need to be updated every 1-2 years as well. Many families do not enjoy this process or have anything in place surprisingly, so there is a lot of opportunity in this niche.
What do you consider to be a superior deal flow?
Nice
You need a concise description (elevator pitch) of why anyone would need a family office.
You mean that you need a reason to need them. They don’t need people who aren’t investors