The Family Office Model

Common Sense Financial Podcast

The Family Office Model

Is it possible that the ultra-wealthy have financial advisors and other professionals assisting them with their money decisions? Aren’t they “smart enough” to do these things on their own?

In this podcast, I want to share a concept that perhaps you have never heard about, even though it has been around for over 100 years. It is called a Family Office. Having an integrated team of professionals all working synergistically together can bring vastly greater overall results.

That is why the ultra-wealthy have viewed family offices as an investment and a necessity for over a century.

People with above-average means but who are not ultra-wealthy struggle to know how to manage what they have accumulated in a meaningful way. Many people who have accumulated money still try to do everything themselves. They focus primarily on investments while missing out on opportunities the ultra-wealthy take advantage of each and every day.

At Skrobonja Financial Group we offer an integrated multifamily office model, offering an experienced team of professionals to serve multiple families. Our team assists those who want more for themselves and who could benefit from the resources of the ultra-wealthy.

Learn what the ultra-wealthy have know for over 100 years and why it may be a good idea to mirror success.

The podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. Our firm is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm.

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