Creating a Legacy with a Family Office with David Shirkey – Episode 102

The term ?family office? is a little known term and approach in the financial world. I talk with David Shirkey who manages their family office and strategic initiatives at Orbitform. If you’re looking to create a family legacy, this episode is rare and full of valuable insights.

Links and Resources

https://www.linkedin.com/in/davidshirkey/

Highlights

  • Managing a family office
  • Estate planning and communication
  • Being focused on what it is that you want
  • Think big and record your credits

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