• The Key Differences Between A Single Family Office and A Multi-Family Office

  • Sep 10 2024
  • Length: 17 mins
  • Podcast

The Key Differences Between A Single Family Office and A Multi-Family Office

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  • Summary

  • Today Homer breaks down the differences and benefits of Single Family and MultiFamily Offices. Both have their strengths and depending on your families circumstances, one may behoove you more than the other. No one family is the same. To figure out which category yours may fit in best, join us on today's episode of "Advance Your Wealth."

    Chapters:

    0:00 - Introduction and overview on the topic of the day

    1:55 - The Single Family Office

    3:10 - The Multi-Family Office

    7:00 - Key Differences

    9:00 - Multi-Generational Planning

    10:10 - Virtual Family Office

    12:10 - Common Needs of Family Office Clients

    13:00 - Benefits of Multi-Family Offices

    14:00 - How to Connect with Homer Smith

    14:35 - Closing remarks

    Connect with Homer Smith:

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    Website
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