Family offices: How the ultra-wealthy manage their money 🎙 Live at Sage Intacct Advantage

The Accounting Podcast · Dec 3, 2019 · 21m · transcript

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Show Notes

03:38 – Angelo defines 'family office'

04:19 – Definitely not small potatoes! 'Single' family offices are usually owned by those with wealth ranging from tens to hundreds of millions of dollars

06:21 – The ultra-high-net-worth crowd use a family office as a way to manage wealth, and mitigate financial risks

07:16 – An effective virtual family office utilizes outsourcing and the newest and most efficient technologies to seamlessly manage the family or individual's funds…