DIY Financial Advisor: A Simple Solution to Build and Protect Your Wealth DIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices.
The term \'family office\' has an element of cachet, and even mystique, because it is usually associated with the mega-wealthy.
By way of background, a family office is a company, or group of people, who manage the Wealth a family has gained over generations.
DIY Financial Advisor: A Simple Solution to Build and Protect Your Wealth DIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices