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Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business.
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3 Tough Questions to Ask Yourself Before Starting a Multi-Family Office
2021-12-27 • 8 min video

In this excerpt from the Always On with Duncan MacPherson podcast, Chris Jeppesen, Chief Of Advisory Practices at First Trust, and I question whether or not starting a Multi-Family Office is right for you. Click to watch on YouTube:

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