Old Money2 Jan 2024

028. How to Found Your Family Office and Build a Legacy

Want to build a legacy like the Rockefellers? From family offices to family meetings we’re covering how to build generational wealth to live a fulfilling life now and leave an impactful legacy later. From tips on initiating family meetings and working toward common goals to knowing when to outsource your tasks, you'll learn how to found your family office and manage your wealth like Bezos.

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In today's episode, we cover the following:

Birdie and bogey (00:44)
The importance of family institutions in the world of old money (6:10)
What a family office is and how they preserve your legacy (9:52)
Outsourcing tasks to experts (18:15)
Establishing family meetings (22:08)
What should be on the agenda of your family meetings (30:04)

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RESOURCES

Read Traction: Get a Grip on Your Business by Gino Wickman

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Today's episode is brought to you by HC Travel Firm—a boutique travel agency that crafts flawless trips for couples, families, and solo travelers. Pack your back and have the rest taken care for you. Plan your seamless trip today at hctravelfirm.com and tell them that Old Money podcast sent you!

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Connect with the Old Money Podcast:

Web: OldMoneyPodcast.com

Email: OldMoneyPodcast@gmail.com

Instagram: @OldMoneyPodcast

TikTok: @OldMoneyPodcast

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The content presented in this podcast is intended to entertain, educate, inspire and support listeners in their personal and professional development and does not constitute business, financial, or legal advice. Please note that this episode may contain paid endorsements and advertisements for products and services for which individuals on the show may have a direct or indirect financial interest in products or services related to the episode.

Produced by AFMEDIA, a division of AFMKTG

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