Archive FM

Advance Your Wealth With Homer Smith

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

Broadcast on:
10 Sep 2024

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

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