614 what is a family office?

About this episode

Dev explains the concept of a family office and its various aspects.

In this episode Dev explains the concept of a family office. He covers: 👉🏽 what is net worth and how is it calculated 👉🏾 what is an ultra-high net worth individual? 👉🏿 what is a family office and how does one work? 👉🏻 types of family offices: single, multi and virtual 👉 responsibilities of a family office 👉🏼 pros & cons of having one 👉🏽 what is an embedded family office? 🎧 Listen: how does war & global conflict affect investment markets? Dev Raga Personal Finance is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au To chat with a professional and get help about your situation, click here . Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your…

People in this episode

Host: Dev Raga

Topics covered

• family office
• net worth
• ultra-high net worth individuals
• types of family offices
• responsibilities of family offices
• pros and cons of family offices
• embedded family office

Keywords

• family office
• net worth
• ultra-high net worth
• single family office
• multi family office
• virtual family office
• financial advice

Sponsors

Sphere Home Loans, Skye Wealth

Mentioned in this episode

Organizations: Money Sherpa PTY LTD

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