A FINANCIAL PLANNER'S FIRST FAMILY OFFICE EXPERIENCE

Co-host is Nat Daley, Financial Adviser & Managing Partner at Hard-Line Wealth (Coolangatta, Queensland). Nat is a gentleman, a father to young Lenny Jean, husband, and someone I respect. He certainly punches above his wait in the financial planning sector.

Nat is in the process of adding Family Office to the service offering of Hard Line Wealth.

Recently, Nat was a guest of our largest Family Office, Management Team meeting so he could experience the reality, not the theory of what goes on. Nat answered the below questions:

The difference in experience and offering between being a financial planning, and a Family Office client

If you’re a financial planner, should or shouldn’t you broaden your Financial Planning offer or take a leap of faith and explore Family Office and why?

What’s it like to experience a Family Office Management Team?

What is it that excites you about having Family Office clients?

What have your observed to be the key differences between being a high-end Financial Planning | Private Wealth client and being a Family Office client?

Knowing what you know now, would you recommend to the financial planners listening to this episode, that they broaden their Financial Planning offer or take a leap of faith and explore Family Office and why?

What advice would you give our audience if they are weighing up whether to put their ‘toe in the water’ and looking at becoming a multi-family Office?

After your experience of sitting in on the Management Team of our largest Family Office, how (or has) this changed how you deal with prospects & existing financial planning clients?

In your career, have you come across, or experienced, a similar offering to Family Office?