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Family Office Manager

Family Balance Sheet

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. Instead, he shared the story about Susan, a wife, and mother who handled all of the financial tasks in her home, from budgeting to making investment decisions.

Office 130
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Designate a Family Office Manager | Marriage & Money

Family Balance Sheet

” Stanley wrote about Susan, a wife and mother who handled all of the financial tasks in her home, from budgeting to making investment decisions. She treated her role like a job and helped her family achieve financial independence. I also took on the role, because I had an interest in the topic of personal finance.

Office 182