What Is Wealth Management
The very term "wealth management" is opaque at best. In this podcast I seek to uncover the key areas of this fascinating and growing industry, and share insights how the practitioners within the industry are working to solve very complex issues around money. Whether it is helping with taxes, preparing an estate plan, or simply building an investment portfolio that generates returns, I speak with some of the smartest minds in the industry to help define how it is that they are helping clients.
What Is Wealth Management
The Multi-Family Office
In this episode of What is Wealth Management, we demystify the concept of the multi-family office (MFO) — a term often tossed around in wealth circles but rarely understood by the general public. As wealth grows, so does complexity. That’s where the MFO steps in, providing ultra-high-net-worth families with an integrated solution to managing investments, taxes, estate planning, and even family governance.
We break down how MFOs differ from traditional single-family offices, why more families are choosing this model, and how it helps move decision-making from reactive to proactive. If you’ve ever wondered how the ultra-wealthy manage their financial lives under one roof—this episode brings it all into focus.
