E-Books →DIY Financial Advisor A Simple Solution to Build and Protect Your Wealth
Published by: book79 on 8-03-2025, 09:58 | 
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Free Download Wesley R. Gray, "DIY Financial Advisor: A Simple Solution to Build and Protect Your Wealth "
English | ISBN: 111907150X | 2015 | 224 pages | AZW3, MOBI | 4 MB + 4 MB
DIY Financial Advisor: A Simple Solution to Build and Protect Your Wealth
DIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices. By way of background, a family office is a company, or group of people, who manage the wealth a family has gained over generations. The term 'family office' has an element of cachet, and even mystique, because it is usually associated with the mega-wealthy. However, practically speaking, virtually any family that manages its investments―independent of the size of the investment pool―could be considered a family office. The difference is mainly semantic.
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