Ask Avidian
Jake Borbidge and Robert Palmer of Avidian Wealth Solutions chat about all things finance, technology, financial planning, and investing.
Website: https://avidianwealth.com
About Jake Borbidge: https://avidianwealth.com/team-member...
About Robert Palmer: https://avidianwealth.com/team-member...
Disclaimer:
Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.
Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
This information contained herein may be dated.
Ask Avidian
Obtaining a Family Office Without Being A Billionaire
A new article says that ultra-rich families are set to control $9.5 trillion by 2030—but where does that leave the average family or business owner in the under-500 million dollar range? Jake and Robert talk about Avidian's family office environment.
Disclaimer:
Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.
Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
This information contained herein may be dated.