Category: Family Offices

Family Offices

The Heated Race Of Family Offices

The recent wave of mergers and acquisitions within the multi-family office field led to an opinion that the industry will soon divide into a few wealth management giants and numerous small advisories.

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Family Offices

Tips For Setting Up Your Own Family Bank

If there’s one financial strategy that’s never failed me, it’s cashflow banking. I wrote about this strategy in my book What Would Billionaires Do?, but the basic premise is: start earning interest instead of paying it, cut out the middleman (the bank), and have access to your money before 59½, along with a multitude of other benefits.

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