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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