Invest Like a Billionaire

← Invest Like a Billionaire6. Okt. · 28 Min.

How to Build Your Own Virtual Family Office | Our Most Listened-To Episode

How to Build Your Own Virtual Family Office | Our Most Listened-To Episode6. Okt.28 Min.

<p><strong>From the Vault:</strong> We’re bringing back our most-watched episode ever, edited down to the best moments. </p><p>How do you build a family office without being a billionaire? Jim Dew breaks down the virtual family office model and how successful entrepreneurs and high net worth investors can take a more coordinated approach to wealth management.</p><p>We get into alternative investments, asset allocation, portfolio diversification, choosing the right financial advisors, and why the strategy that helps you build wealth may not be the same strategy that helps you preserve it.</p><p>This conversation was originally released in 2023 and has been condensed and re-edited for this From the Vault edition.</p><p><strong>Enjoyed this episode? Hit follow so you never miss a new episode. If you found it valuable, leave us a rating and send this episode to someone who should hear it.</strong></p><p>Have a question for the show or want more resources, including our tax calculator? Visit <a href="https://investlikeabillionaire.org/">https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>  to explore more and join our community.</p><p><strong>Want to invest alongside Ben, Bob &amp; Ellis?</strong> Learn more at <a href="https://aspenfunds.us/">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/</a></p>