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91. How to Build Your Own Virtual Family Office feat. Jim Dew

91. How to Build Your Own Virtual Family Office feat. Jim Dew

Episode 91 Published 3 years, 2 months ago
Description

Join co-hosts Jim Maffuccio and Ben Fraser, along with special guest Jim Dew, Founder of Dew Wealth Management, as they dive into the concepts of building a Virtual Family Office. After spending years studying the ultra-wealthy, Jim Dew realized Family Offices generally had staff, resources and strategies built around preserving and growing their family’s wealth. Jim decided to replicate their approach, but make it more accessible for the entrepreneur. Tune into today’s show to hear about Jim’s story and how he’s built his unique wealth management approach.


Dew Wealth Management https://www.dewwealth.com/


Connect with Jim Dew on LinkedIn https://www.linkedin.com/in/jim-dew-0ab03a5/

Connect with Jim Maffuccio on LinkedIn ⁠⁠⁠⁠https://www.linkedin.com/in/james-maffuccio-77440813/

Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠

 

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