Episode Details

Back to Episodes
614 what is a family office?

614 what is a family office?

Season 6 Published 1Β month, 3Β weeks ago
Description

In this episode Dev explains the concept of a family office. He covers:


πŸ‘‰πŸ½ what is net worth and how is it calculated

πŸ‘‰πŸΎ what is an ultra-high net worth individual?

πŸ‘‰πŸΏ what is a family office and how does one work?

πŸ‘‰πŸ» types of family offices: single, multi and virtual

πŸ‘‰ responsibilities of a family office

πŸ‘‰πŸΌ pros & cons of having one

πŸ‘‰πŸ½ what is an embedded family office?


🎧 Listen: how does war & global conflict affect investment markets?


Dev Raga Personal Finance is proudly supported by Sphere Home Loans and Skye Wealth.


Need a mortgage broker? Check out https://www.spherehomeloans.com.au

Need to review your personal insurances? Head to https://skye.com.au


To chat with a professional and get help about your situation, click here.

Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. The host of this podcast is an authorised representative of Money Sherpa PTY LTD, which holds financial services license 451289. To download the financial services guide, please visit: https://moneymoneymoney.squarespace.com/s/FSG-Dev-Raga-Personal-Finance-August-2025.pdf


Hosted on Acast. See acast.com/privacy for more information.

Listen Now

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us