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S4 Ep22: Conversations with Entrepreneurs: The Efficient Family Office
Manage episode 472047283 series 1324917
Content provided by Audioboom and Kary Oberbrunner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom and Kary Oberbrunner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, we sit down with author and financial expert Michael McDermott to discuss his new book, The Efficient Family Office.
The world of wealth management has evolved, and financial advisors must adapt to stay effective. Michael explores how modern technology and innovation are reshaping financial advising—and why the "Family Office" model, once exclusive to the ultra-wealthy, is now within reach for more people than ever.
Whether you're looking to improve your financial strategy or simply want to understand what modern wealth management should look like, this conversation offers valuable insights.
The world of wealth management has evolved, and financial advisors must adapt to stay effective. Michael explores how modern technology and innovation are reshaping financial advising—and why the "Family Office" model, once exclusive to the ultra-wealthy, is now within reach for more people than ever.
Whether you're looking to improve your financial strategy or simply want to understand what modern wealth management should look like, this conversation offers valuable insights.
1144 episodes
Share
Manage episode 472047283 series 1324917
Content provided by Audioboom and Kary Oberbrunner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom and Kary Oberbrunner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, we sit down with author and financial expert Michael McDermott to discuss his new book, The Efficient Family Office.
The world of wealth management has evolved, and financial advisors must adapt to stay effective. Michael explores how modern technology and innovation are reshaping financial advising—and why the "Family Office" model, once exclusive to the ultra-wealthy, is now within reach for more people than ever.
Whether you're looking to improve your financial strategy or simply want to understand what modern wealth management should look like, this conversation offers valuable insights.
The world of wealth management has evolved, and financial advisors must adapt to stay effective. Michael explores how modern technology and innovation are reshaping financial advising—and why the "Family Office" model, once exclusive to the ultra-wealthy, is now within reach for more people than ever.
Whether you're looking to improve your financial strategy or simply want to understand what modern wealth management should look like, this conversation offers valuable insights.
1144 episodes
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