Family Office: do you really need one?

Sep 09, 2020

Family Office:  do you really need one?
Do you agree that we need at least 1 million dollars to be able to open a Family Office?

To perpetuate the elite syndrome and penalise yourself than wait until you get you few millions before starting one. The reality is that you are already part of a family so, building structures around it to operate as a “family office” is achievable.

So how do you cut out the myth that has been built to make you believe it is not for you and your family.

Here is what made my eureka moment:

  1. It has nothing to do with how much one is worth NOW but how much we want it to be.
  2. What the system does not tell you is that really the purpose of a family office is to develop an integrated wealth strategy.
  3. So even if you are in negative equity, you should have an integrated wealth strategy.
  4. In fact, I would argue that individuals without wealth need a family office more than those with wealth!

    Your starting point is to define your goals and aspirations.  We have free templates for you to benefit from.


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