Family Balance Sheet
FEBRUARY 19, 2022
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? Has it been smooth sailing?
Family Balance Sheet
FEBRUARY 18, 2014
Chapter 17 in this book is titled, “Why not run the family office?” ” 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.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Family Balance Sheet
MARCH 12, 2015
Refresh your memory with what you were thinking at the beginning of the year and review your yearly financial goals. You’re now in the trenches of the new year, do those goals still make sense? When reviewing your goals, did you use the S.M.A.R.T. Clean Up Your Office Space. method when you wrote them?
Family Balance Sheet
JANUARY 17, 2018
Did you make 2018 financial goals ? My husband and I discussed some ideas over our holiday break and we decided on 2 solid must-achieve financial goals for the year. If we complete them early, we’ll move on to 2 additional goals that are on our radar. 2018 Update: We’re still working on this step.
Family Balance Sheet
JANUARY 4, 2016
My husband and I are back at work, our girls are back in school, and our normal routine resumes. We have new financial goals for this year. While we made considerable headway in 2015 with reducing our debts, we missed our goal of paying off a loan by the end of the year. Family Office Manager.
Family Balance Sheet
MARCH 6, 2012
My husband and I have worked through our differences about money over the last 12 years. Designate a Family Office Manager. But I also want to be the Family Office Manager (FOM). The Family Office Manager might track spending, reconcile and manage the accounts, pay the bills on time, and update the Family Balance Sheet.
Family Balance Sheet
OCTOBER 18, 2019
The journey started in 2012 when we bought an office building for our business and then found ourselves with a lot of debt and not enough cash flow. Our 2019 Financial Goal. We can now move on to other financial goals. I’m working on a post about all of the things we did to pay off our debt.
Expert insights. Personalized for you.
130 
Let's personalize your content