Conversations with Blake and Jarrett

Conversations with Blake and Jarrett - Episode 2


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In our second conversation we talk about what a family office is, what it does for the family it serves, and whether or not you really need one.  We talk about the idea of a co-ordinated family office as well.  From topics such as legacy planing, and family constitutions, to the nuts and bolts of practical uses of a family office and how it may be able to help in the treating of the Shirtsleeve to shirtsleeves in three generations cycle.

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Conversations with Blake and JarrettBy Blake Todd and Jarrett Perez