In this video we join Pace Morby, Molly Tennant and Ryan Cox from Dew Wealth to discuss family office practices. The concept of a virtual family office involves taking individuals, in this case Pace, out of the center of financial management with in-house professionals like CPAs, bookkeepers, and CFOs to manage various aspects, including taxes and investments.
Dew Wealth quarterbacks tasks such as insurance, estate planning, and tax optimization. As you and your business grow (and consequently your wealth) upgrading your financial team becomes essential. As your financial portfolio expands and becomes more complex it’s imperative to have people on your team who feel comfortable managing it.
We even touch on an aggressive tax strategy involving the donation of land, known as a fee simple, and a caution against strategies like chartering planes without a proven financial track record.
Discover the benefits of a virtual family office that streamlines financial management, taking you out of the center and optimizing tasks from insurance to estate planning. Join us to gain valuable insights and avoid the financial pitfalls that even seasoned investors may encounter.
🤝 Check Out Ryan Cox Family Office 🤝
Dewwealth.com
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🚧🚧🚧 DISCLAIMER 🚧🚧🚧
❎ I am not a CPA, attorney, insurance, contractor, lender, or financial advisor. The content in these videos shall not be construed as tax, legal, insurance, construction, engineering, health & safety, electrical, financial advice, or other and may be outdated or inaccurate; it is your responsibility to verify all information yourself. This is a KZfaq video for entertainment purposes ONLY ❎