A FINANCIAL PLANNER'S FIRST FAMILY OFFICE EXPERIENCE
Co-host is Nat Daley, Financial Adviser & Managing Partner at Hard-Line Wealth (Coolangatta, Queensland). Nat is a gentleman, a father to young Lenny Jean, husband, and someone I respect. He certainly punches above his wait in the financial planning sector.
Nat is in the process of adding Family Office to the service offering of Hard Line Wealth.
Recently, Nat was a guest of our largest Family Office, Management Team meeting so he could experience the reality, not the theory of what goes on. Nat answered the below questions:
AN ACCOUNTANT EXPANDING INTO FAMILY OFFICE
NEW ADVISOR TO FAMILY OFFICE, HOW HAS IT BEEN?
HOW SUCCESSFUL IS YOUR CLIENT RETENTION?
WHAT IS IT LIKE FOR AN ACCOUNTANT WORKING WITH MULTI FAMILY OFFICE?
WHAT ARE THE ATTRIBUTES OF A FAMILY OFFICE CLIENT?
WHY ADD FAMILY OFFICE TO YOUR SERVICE OFFERING?
HOW MANY HOURS P.A FOR HOW MUCH INCOME?
WHAT MULTIPLE OF REVENUE DOES A FAMILY OFFICE SELL FOR?
HOW LONG DOES IT TAKE TO SET UP A FAMILY OFFICE?
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