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We help executives, professionals and business owners in mining and resources to be successful both personally and professionally.
What Are Family Offices: A Guide to Wealth Management for Families
Resourceful: Stories from the Site
17 minutes 58 seconds
1 year ago
What Are Family Offices: A Guide to Wealth Management for Families
n this episode, Brett Cribb, Managing Director and Founder of Resources Unearthed hosts Craig Barry from William Buck and Rob Lamb from Hill House Legal Partners. They discuss the intricacies of family offices, looking at what they are, their types, and their benefits. The conversation also covers how virtual family offices can assist families with substantial wealth, addressing intergenerational transfers, and the importance of managing family dynamics. The episode concludes with insights into creating a family charter, estate planning, and common legal considerations in family succession.00:00 Introduction00:22 Understanding Family Offices00:29 Meet the Experts: Craig Barry and Rob Lamb01:29 Types of Family Offices03:39 Virtual Family Office Services05:44 Family Dynamics and Intergenerational Transfers07:44 Legal Considerations and Family Charters12:34 Common Issues and Solutions17:01 Conclusion and Contact InformationBrett & James: https://www.resourcesunearthed.com.au/ (https://www.resourcesunearthed.com.au/)Craig Barry: https://williambuck.com/ (https://williambuck.com/)Craig Hong: https://hillhouse.com.au/ (https://hillhouse.com.au/)
Resourceful: Stories from the Site
We help executives, professionals and business owners in mining and resources to be successful both personally and professionally.
