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Family Office Manager

Family Balance Sheet

Chapter 17 in this book is titled, “Why not run the family office?” In highly affluent circles, a family office is a private wealth management firm that manages the finances and investments for the ultra-wealthy and their families. Hmmm, I wonder if the Kennedys have a family office?

Office 130
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What Is Financial Planning? | Bankrate

Savings Corner

That may involve going back to the basics of budgeting so that you’re living below your means or refinancing your debt so that you can work toward paying off your debt. Good estate planning helps minimize costs and speeds your estate through the legal system and reduces family strife.

Goals 52
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Yakezie Carnival October 16, 2011- Growth Edition

Prairie Eco-Thrifter

Yeah, There’s a Calculator for That Refinancing your mortgage to a lower rate and paying the same amount is an interesting sound-byte from Personal Finance Bloggers – but has anyone really run the numbers? Family Money Values: Who Manages Your Money? Here is a real life example.

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