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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?

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Family Vital Information Binder

Family Balance Sheet

Creating a family vital information binder is an important project that you should add to your urgent to-do list. For me, it wasn’t about making my life easier, but rather, making my family’s life easier if they needed vital information in the case that I am incapacitated or just not available. IT WAS TIME WELL SPENT!

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Designate a Family Office Manager | Marriage & Money

Family Balance Sheet

Chapter 17 in this book is titled, “Why not run the family office?” She treated her role like a job and helped her family achieve financial independence. I realized my role in our family was not just of a wife, mother, and home manager, but also the Family Office Manager. Reconcile all accounts.

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Office Depot Friends & Family Coupon + Back To School Sales

For the Mommas

Office Depot Friends & Family Coupon + Back To School Sales Office Depot is offering 30% off purchases of $30 or more on qualifying on school supplies and 25% off your qualifying purchase of regularly priced or clearance furniture and seating. Combine these coupons with this week’s Office Depot deals on […].

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Money Matters - Cryptocurrency Risk Management: A Guide for Family Wealth Managers.

Motherhood Moments

Joshua Peck, founder of TrueCode Capital and author of the new book Cryptocurrency Risk Management: A Guide for Family Wealth Managers, says investing now may be the smart move. In the book, Peck offers his thoughts on the pros, cons and takeaways of investing in crypto. “I

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Our Family Finances Update: January 2021

Family Balance Sheet

January 2021 was a month of extremes in my family’s finances. We’re converting our basement to a family room area and the original family room (in the pic above) is becoming a home office. The post Our Family Finances Update: January 2021 appeared first on Family Balance Sheet.

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House & Home - Don't Rent a Single-Family Home Without Asking These Questions

Motherhood Moments

If you’ve been hunting for a single-family home to rent, you know how difficult it is to find available, affordable rentals in the current market. Not only does demand far exceed supply, according to recent data from Dwellsy , asking rent for single-family rental homes (SFRs) rose more than 22.4 to live right now,” says Bordo.

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