I Can Be Wealthy Podcast

#83 Building an Epic Board of Advisors & Family Office


Listen Later

Today's episode talks about building an epic board of advisors to support you on your wealth-building journey.

I like the expression of building almost like a Jedi Council of people who can help you navigate difficult decisions, help you identify great opportunities and help you preserve and protect your wealth over time.

We cover:

  • the four pillars of great investing,
  • pillar one: stewardship,
  • pillar two: investment effectiveness,
  • pillar three: mindset & clarity of goals,
  • pillar four: knowledge,
  • where do your weaknesses lie?
  • the concept of the family office,
  • key considerations of a family office: education,
  • key considerations of a family office: financial security,
  • key considerations of a family office: protection & privacy,
  • the ultimate goal of the family office, 
  • having the right advisor for the right season,
  • advisors and a skill matrix, and
  • why building a board of advisors is critical. 


Connect:

Website: https://www.inkosiwealth.com

Facebook: https://www.facebook.com/iamSalenaKulkarni

LinkedIn: https://www.linkedin.com/in/propertystrategist/

YouTube: https://www.youtube.com/c/FreedomWarrior



...more
View all episodesView all episodes
Download on the App Store

I Can Be Wealthy PodcastBy Salena Kulkarni