Investing Intelligently

Setting Up and Growing a Family Office

Aug 22 201918m listen time

Overview

What does it take to set up a family office? Christopher Saye, Founder and Managing Partner at MarcWhittaker, uses his experience in setting up family offices to show you what to look out for in family offices, how they differ from private banking and the various functions involved.

Gain Actionable Insights Into:

Episode 1 – Understanding Family Offices:

  • The difference between a single and multi-family office
  • Why someone would have a family office
  • What you should look out for when setting up a family office

Episode 2 – Growing a Family Office:

  • The difference between private banking and a family office
  • What and who you need to set it up
  • The three actionable steps you can take within the next 24 hours to develop and grow a family office

Hosted by Regina Zhiyenkulova

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