Episode Details
Back to Episodes“Virtually Family Offices & Purpose‑Driven Wealth: LaVaisha Davis on Family CEOs and Legacy Leadership”
Description
Welcome to The CJ Moneyway Show — powered by CJ Moneyway Entertainment and Bleav Network, where purpose is the blueprint and legacy is the goal.
Today’s guest is LaVaisha Davis — an industry trailblazer, strategist, and expert on Virtually Family Offices (VFOs) — a modern approach reshaping how high‑net‑worth families steward wealth across generations. LaVaisha isn’t here to sell products or quick fixes. She’s here to empower leaders — especially those who carry legacy, faith, and family responsibility — to step into the role of Family CEO with clarity, confidence, and vision.
In this episode, CJ and LaVaisha explore:
- What a Virtually Family Office is — and how it differs from traditional wealth management
- Why families need a Family CEO mindset in a complex economic landscape
- How to align wealth strategy with faith, purpose, and legacy values
- Lessons that transcend generational divides and cultural barriers
- Practical guidance for new and seasoned stewards of family wealth
Listen now on Apple Podcasts, Spotify, YouTube, and all major platforms.
GUEST RESOURCES
LinkedIn — LaVaisha Davis
https://www.linkedin.com/in/lavaishadavis
Virtually Family Office (VFO) Overview — General Resources
https://virtualfamilyoffice.com/
CJ MONEYWAY SHOW LINKS
Listen Everywhere:
https://pod.link/1707761906
Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-c-j-moneyway-show/id1707761906
Official Website:
https://cjmoneyway.com
YouTube Channel:
https://www.youtube.com/@themoneywayshow8493
Rate the Show:
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PodMatch Host Profile:
https://www.joinpodmatch.com/cjmoneyway3206
CJ Moneyway LinkedIn Network:
http://www.linkedin.com/comm/mynetwork/discovery-see-all?usecase=PEOPLE_FOLLOWS&followMember=corwin-johnson-3b7b51aa
EPISODE CHAPTERS
00:00 – Intro & Welcome
02:15 – What Is a Virtually Family Office?
08:30 – The Role of the Family CEO
14:20 – Why Faith and Purpose Matter in Wealth Strategy
19:50 – Common Misconceptions About Family Offices
25:10 – Planning for Multi‑Generational Impact
30:45 – Practical Steps for First‑Time Family Wealth Builders
36:00 – LaVaisha’s Path & Lessons Learned
42:15 – Closing Reflections & How to Connect
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