What is Family Office Lite?
For decades the mega-wealthy have managed their wealth in a holistic fashion by applying sound business practices, just as they would when managing any business. They begin by defining roles and expectations through the use of an organizational chart. The roles often include a Board of Directors; a CEO, who is typically the patriarch or matriarch; a CFO, who is often a CPA; and, increasingly, a CIO.
Family Office Lite follows these same roles and principles and is a concept Kevin Greig engineered to help the "non-mega wealthy" folks apply traditional family office business practices. The Family Office Lite program helps you solve real life challenges in a practical, cost effective manner.
Ask yourself these questions to discern whether Family Office Lite is right for you:
Employing the same financial concepts the wealthy have used for decades, Kevin Greig can create a path to your own financial independence. For more information, contact Kevin Greig.
For decades the mega-wealthy have managed their wealth in a holistic fashion by applying sound business practices, just as they would when managing any business. They begin by defining roles and expectations through the use of an organizational chart. The roles often include a Board of Directors; a CEO, who is typically the patriarch or matriarch; a CFO, who is often a CPA; and, increasingly, a CIO.
Family Office Lite follows these same roles and principles and is a concept Kevin Greig engineered to help the "non-mega wealthy" folks apply traditional family office business practices. The Family Office Lite program helps you solve real life challenges in a practical, cost effective manner.
Ask yourself these questions to discern whether Family Office Lite is right for you:
- With my busy life and schedule, what changes would I make to better manage my wealth?
- Am I managing my wealth in a business-like fashion?
- How can I better balance my work, family, and recreational time?
- What will I do after I sell my business?
Employing the same financial concepts the wealthy have used for decades, Kevin Greig can create a path to your own financial independence. For more information, contact Kevin Greig.
Kevin P. Greig, CPA -- 3345 Rosemont Way -- Eugene, OR 97401 -- 541.915.4636 -- [email protected]
