9 min
What advice suits your family business? Managed Money
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- Investing
Listen in as James Cruz explains the different types of advice that family business owners can access and why a virtual family office is best suited for family businesses.
A comprehensive tailored offering is worth the relationship and having one firm in your corner to help you stay financially organised, educate and administer the next generation and to make sure that you have the best aligned professionals on your team is the optimum strategy to ensure your family legacy can be maintained for the longest period.
You haven't worked this hard to see your efforts frittered away on poor investment and lifestyle decisions.
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Send in a voice message: https://podcasters.spotify.com/pod/show/managedmoney/message
Listen in as James Cruz explains the different types of advice that family business owners can access and why a virtual family office is best suited for family businesses.
A comprehensive tailored offering is worth the relationship and having one firm in your corner to help you stay financially organised, educate and administer the next generation and to make sure that you have the best aligned professionals on your team is the optimum strategy to ensure your family legacy can be maintained for the longest period.
You haven't worked this hard to see your efforts frittered away on poor investment and lifestyle decisions.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/managedmoney/message
9 min