- Resources -
Family Office and Wealth

Do you want your company to cater more towards families?This website explains how companies can help employees give their children their best start in life.

https://www.unicef.org/early-childhood-development/10-ways-companies-can-be-more-family-friendly

 

How to Start Tax Planning for Beginners. Find answers to your questions here:

https://www.nerdwallet.com/article/taxes/tax-planning

 

An Explanation on Why Choosing the Right Furniture Matters in Your Office.

https://www.corporateliquidator.com/blogs/why-using-the-right-furniture-in-your-office-is-important/#:~:text=You%20may%20not%20realize%20it,and%20makes%20it%20less%20boring.

 

How have jobs adapted to go online? Here are 36 of the best online jobs in our rapidly evolving society.

https://www.indeed.com/career-advice/finding-a-job/best-online-jobs?aceid=&gclid=Cj0KCQiA3rKQBhCNARIsACUEW_ZmWGPaRnN1DV6jzniw8adwJ_VdHXoEYKg_JjE8zGDBGbrYuBJvYEwaAtGnEALw_wcB

 

This resource helps you find the perfect job for you based on your skills, hobbies, and interests. Find your dream career now!

https://www.indeed.com/career-advice/finding-a-job/how-to-find-a-perfect-job

 

The world of marketing has changed dramatically in recent years. This source teaches how to become a successful modern marketer.

https://www.forbes.com/sites/theyec/2021/08/05/nine-skills-and-habits-crucial-to-becoming-a-successful-modern-marketer/?sh=19c1d862e1f0

 

Work culture is so important. There must be a balance between working as a team and also having competition. This source gives ways to create a competitive work culture that is also team first.

https://www.inc.com/workpop/6-ways-to-create-a-competitive-work-culture-thats-team-first-and-not-me-first.html

 

Need a new business plan? Here are 10 ways that can help. Implement them and watch your business take off!

https://www.entrepreneur.com/article/241079

 

Have you already taken time for estate planning? If not, this source explains why you should start now.

https://www.investopedia.com/articles/wealth-management/122915/4-reasons-estate-planning-so-important.asp

 

Having a family business can bring so many benefits to your family and work life. Here’s how you can achieve them yourself.

https://www.forbes.com/sites/nextavenue/2019/01/08/5-benefits-of-having-a-multigenerational-family-business/?sh=3f265c6b5247

 

Are you thinking about starting a family business? Here’s what you should expect before beginning:

https://www.nibusinessinfo.co.uk/content/advantages-and-disadvantages-family-businesses

 

This resource explains the ins and outs of what a family office is and how it could help you. Got questions? Find answers here:

What is a Family Office?

 

Fidelity.com has many services for the ultra wealthy. They provide custody, brokerage, investment, and reporting services to single family offices, wealthy families, and the advisors who support them.

Family Office Services - Fidelity.com

 

Are you wondering what kind of family office to start? Are you on the fence about even starting a family office? This website will guide you to your personal solution.

The Family Office Guide - FamilyOffice.com

 

This website compares the top online stock brokers. If you want to know about who you should hire for you, find their different features and statistics here:

Comparison of Online Stock Brokers

 

Investing as a couple or family can be different than investing on your own. Check out these best investments for couples and families to find out where to put your money.

Best Investments for Couples and Families

 

Investing while you are young can make a monumental difference in your future self and your retirement. Check out these 10 tips for young couples and families to build wealth.

10 Tips For Couples and Young Families to Build Wealth

 

Everyone wants the best for their family. Taking care of your family’s finances can be one of the greatest services you provide for them. Find easy ways to improve family finances here.

5 Easy Ways to Improve Your Family’s Finances Starting Today

 

Looking for the best broker to buy, sell, and trade stocks online? Good idea. Choosing the right broker is more important than most people think. 

The Best Online Stock Brokers

 

Whether you’re a new investor hoping to get started or a long-term investing pro who wants to try a new firm, you’re in the right place, find solutions here:

Online Brokerage Accounts for Beginners and Pros

 

Are you wondering if you need a family office? Maybe you are unsure if you could qualify or what benefits could come to you? This resource explains if you need a family office.

Do I Need A Family Office? - Kiplinger.com

 

This resource goes in depth on 10 specific reasons you should start a family office. Whether you’re just learning what a family office is or you are about to start, fin dhow it could benefit you here:

https://www.familyoffice.com/insights/10-reasons-start-family-office#:~:text=10%20Reasons%20to%20Start%20a%20Family%20Office%201,Customization%20of%20Financial%20Services.%20...%20More%20items...%20

 

As important as it is to grow your wealth, it is probably more important to know how to manage it. Listen to these tips to know where to put your money and manage it like a millionaire.

https://www.insider.com/how-to-manage-your-money-like-a-millionaire-2018-7

 

Is your wealth growing faster than you expected? Even though it’s a good problem to have, here’s important tips you should know to manage sudden wealth.

https://www.investopedia.com/articles/pf/11/tips-for-dealing-with-sudden-wealth.asp

 

Investing after retirement looks different than investing to prepare for retirement. Here’s what you should know to adjust your investments after you retire.

https://sorensenwealth.com/blog/how-to-invest-after-you-retire

 

Is your wealth growing faster than you expected? Even though it’s a good problem to have, here’s important tips you should know to manage sudden wealth.

https://www.wealthmorning.com/2021/11/29/641728/how-to-successfully-manage-sudden-wealth/

Even after retirement, it is important to continue to manage finances instead of just draining your nest egg. Here’s how you can manage your finances after retirement.

https://economictimes.indiatimes.com/analysis/how-to-manage-your-finances-after-retirement/articleshow/27024374.cms

 

Is your professional life taking off? People often don’t know what to do with their wealth as it starts to grow, here’s how to best manage it.

https://retirecertain.com/how-to-manage-wealth/

 

Is your wealth growing faster than you expected? Even though it’s a good problem to have, here’s important tips you should know to manage sudden wealth.

https://wealth.northerntrust.com/archive/how-to-manage-money-from-sudden-wealth/

 

Financial intelligence is a valuable quality that comes from being a certain way and doing certain things that attract wealth and abundance into your life. Here’s how to develop it.

https://blog.iqmatrix.com/financially-intelligent

 

Is your wealth growing faster than you expected? Even though it’s a good problem to have, here’s important tips you should know to manage sudden wealth.

https://farzadlaw.com/how-manage-sudden-wealth

 

Do you just want to learn more about wealth management in general? This website gives you everything you need to know.

https://fortunateinvestor.com/wealth-management-everything-you-need-to-know/

 

Are you considering hiring a wealth manager? A wealth manager’s role is far more comprehensive than just offering investment advice. This website provides the information on what a wealth manager is and if you need one.

https://smartasset.com/investing/what-is-a-wealth-manager

 

DRIP investing can be a valuable resource to compound your wealth. Here’s how you can use DRIP investing to grow your finances in new ways.

https://www.msn.com/en-us/money/personalfinance/how-to-compound-your-wealth-with-drip-investing/ar-AAQ6n02

 

Forex-turn investing can compound money faster than you expect! Here’s what you need to know to get compound interest on your investments with forex-turn!

https://forexmasteryguide.com/forex-compound-interest/

 

PwC explains Family Office - Here’s a short video on what a family office is and how it can benefit you!

https://www.youtube.com/watch?v=fvv0GPu7ovQ

 

This document is an all-encompassing guide on what you need to know to establish a family office! Find answers to your questions here.

https://www.privatebank.citibank.com/ivc/docs/A-guide-to-establishing-a-family-office.pdf

 

Family offices have been around since the 19th century, the Rockefeller family being the most notable example. Wondering what is a family office? Find out all you need to know here.

https://andsimple.co/guides/guide-to-family-offices/

 

Many families consider a family office as a way to meet their financial needs, to provide greater control over their wealth and to handle their affairs.To learn more about how a family office can benefit you, check out this link.

https://www.pwc.com/us/en/services/trust-solutions/private-company-services/family-business/family-office-services.html

 

This document from Deloitte offers a guide to establishing a family office and describes in depth the benefits you can have from having your own family office.

https://www2.deloitte.com/content/dam/Deloitte/us/Documents/Tax/us-tax-2017-annual-wealth-guide-family-office.pdf

 

A family office can be crucial in holding onto wealth that you have already developed yourself. This resource explains how families can preserve their earned wealth for generations.

https://www.imd.org/research-knowledge/articles/the-family-office-helping-families-preserve-their-wealth-over-generations/

 

Do you need an advisor for your family office? Here’s what you should consider before you make the decision.

https://www.rbcwealthmanagement.com/en-asia/insights/how-to-set-up-a-family-office-what-to-consider-when-choosing-an-advisor

 

Having a tough time deciding whether or not to make a family office? This website explains what you should know and how you can make the decision yourself.

https://www.campdenfb.com/article/managing-wealth-business-family-office-be-or-not-be

 

A family office is a firm that provides comprehensive wealth management services to a single individual or family. A multi-family office simply expands on the same concept. Learn more about it here.

https://smartasset.com/financial-advisor/multi-family-office

 

Now that your family office is established, you need to know how to best structure it to ensure smooth operations. Here’s how you can better structure your family office.

https://www.kirkland.com/publications/private-investment-and-family-office-insights/2018/12/family-offices-structuring

 

Here’s 20 valuable lessons learned from those who have established their own family offices. They could help you before you make the same mistakes.

https://blog.archwaytechnology.net/20-family-office-lessons

 

In some ways, managing money in retirement gets a little easier than before.  You only have the money you have, so your options are somewhat simpler and more limited.  On the other hand, the rules of money management shift in retirement so it may seem more complicated to you. Here’s 10 money management tips after retirement.

https://www.newretirement.com/retirement/10-money-management-tips-retirement/

 

Just because you’re retired, that doesn’t mean you can retire from money management. Here’s how you can manage money during retirement.

https://www.investopedia.com/articles/retirement/05/managingincome.asp

 

Did you just retire? Congratulations! This website offers valuable information and what you should start doing and stop doing now that you are retired.

https://oliverwealth.com/retirement/what-to-do-after-you-retire/

 

Even after retiring, you can still make substantial income if you manage your wealth correctly. This can be valuable in making your wealth last as long as possible.

https://money.usnews.com/money/blogs/on-retirement/articles/2017-06-12/10-ways-to-generate-income-after-you-retire