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Have you ever heard of a family office? In today's episode, I talk with LaVaisha Davis about what that really means and how you can build one for your family—even if you're not rich. We break it down in a super simple way, so you can learn how to protect your money, plan for the future, and keep wealth growing for the next generation. LaVaisha shares her story and shows us how anyone can become their family’s CEO.
About our guest
LaVaisha Davis is the go-to expert on Virtually Family Offices (VFOs)—a concept that is revolutionizing how high-net-worth families, business owners, and entrepreneurs protect, grow, and transition their wealth for generations. Her approach isn’t about selling financial products—it’s about teaching leaders to become the Family CEO of their own financial legacy. As a wealth advisor , LaVaisha is shifting the narrative from outdated financial planning models to a strategic wealth mastery framework that aligns money with faith, family, and long-term legacy goals.
Booking a time with LaVaisha Here
LaVaisha's Site
The Family Fortune Playbook, by LaVaisha Davis
Support the show
---
Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.
Please join me here, and follow me on social media, Instagram, and Facebook.
Need help getting started on your path to financial freedom? Start Here
Join the Financially Intentional Community
Oh and please subscribe and leave a review on whatever app you're using to stream this podcast.
Get my book Smart Money
By Naseema McElroy4.9
120120 ratings
Send us a text
Have you ever heard of a family office? In today's episode, I talk with LaVaisha Davis about what that really means and how you can build one for your family—even if you're not rich. We break it down in a super simple way, so you can learn how to protect your money, plan for the future, and keep wealth growing for the next generation. LaVaisha shares her story and shows us how anyone can become their family’s CEO.
About our guest
LaVaisha Davis is the go-to expert on Virtually Family Offices (VFOs)—a concept that is revolutionizing how high-net-worth families, business owners, and entrepreneurs protect, grow, and transition their wealth for generations. Her approach isn’t about selling financial products—it’s about teaching leaders to become the Family CEO of their own financial legacy. As a wealth advisor , LaVaisha is shifting the narrative from outdated financial planning models to a strategic wealth mastery framework that aligns money with faith, family, and long-term legacy goals.
Booking a time with LaVaisha Here
LaVaisha's Site
The Family Fortune Playbook, by LaVaisha Davis
Support the show
---
Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.
Please join me here, and follow me on social media, Instagram, and Facebook.
Need help getting started on your path to financial freedom? Start Here
Join the Financially Intentional Community
Oh and please subscribe and leave a review on whatever app you're using to stream this podcast.
Get my book Smart Money

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