WHAT ARE THE BENEFITS OF A FAMILY OFFICE?

My co-host is Chloe Arthur who made the change from being a Financial Planner in 2018 to being an Adviser to Family Offices.

Chloe is happily married to Shane and they have two amazing daughters, Emily, and Matilda.

Hi Chloe and welcome to Family Office with Lance Meikle podcast. It’s a real privilege to be co-host with you today. Let’s get started by you telling our amazing audience

about yourself; and

how we met

Q: What is it you like about Family Offices?

Q: What how your found to be the difference between being a valued high-end Financial Planning | Private Wealth client to being a Family Office client?

Q: Would you go back to Financial Planning? If so, why and if not, why not?

Q: What advice would you give our audience if they are weighing up whether to look at starting a Family Office of not?

Q: Feedback from your clients? Is there is a change | shift from when your client starts dealing with you to down the track and what is the change?

Q: In your career, have you come across similar offering to Family Offices?