A Real Family Office
During our family reunion I spoke to a relative I hadn’t seen in years. We were catching up on old times and sharing our new life. She told me she runs a family office. I wasn’t real sure what that entailed so I asked her. She is actually a manager for a wealthy family’s assets. I thought that was really cool that someone trusted her to actually manage the families money. So, I asked her how she got involved with something like that. Apparently she worked her way up in the bank she was at until she finally left her Vice President role and started her own business. She has two clients who just love the direction she is leading their family in.