Join co-hosts Jim Maffuccio and Ben Fraser, along with special guest Jim Dew, Founder of Dew Wealth Management, as they dive into the concepts of building a Virtual Family Office. After spending years studying the ultra-wealthy, Jim Dew realized Family Offices generally had staff, resources and strategies built around preserving and growing their family’s wealth. Jim decided to replicate their approach, but make it more accessible for the entrepreneur. Tune into today’s show to hear about Jim’s story and how he’s built his unique wealth management approach.
Dew Wealth Management ⁠www.dewwealth.com/⁠
00:00 Introduction
02:03 Jim Dew's Journey: Teacher to Financier
06:04 Benefits of Virtual Office for Entrepreneurs
11:21 Best Deals: Prioritizing Client Needs
14:04 Entrepreneur's Role: Balancing Risk and Opportunity
21:22 Alt Investing: Jim's Unique Approach
23:20 Billionaire Strategies: Asset Allocation Insights
28:41 Motivational Focus: Compelling Drivers
37:51 Mindset Shifts: Wealth Distribution Insights
39:16 Virtual Office Setup: Entrepreneur's Financial Control
Connect with Jim Dew on LinkedIn ⁠ / ⁠
Connect with Jim Maffuccio on LinkedIn ⁠⁠⁠⁠⁠ / ⁠
Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠ / ⁠⁠⁠⁠⁠⁠
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