Jim is the CEO of Dew Wealth Management. He has twenty-four years of experience building high-functioning wealth management teams and virtual family offices for entrepreneurs.
Top 3 Value Bombs:
1. Have the right structure. It may seem overwhelming depending on where you are as an entrepreneur. You can put that out as a goal that you can start working toward that ideal structure. If you get the structure right, then you’d have greater chance of not making mistakes in the future.
2. Go DEAPR on your tax planning. D is for defer; E is for eliminate; A is for arbitrage; P is for pay now, not later; R is for reduce.
3. When you have the right wealth manager involved, there’ll be some planning techniques to come forward that an investment banker may not be aware of.
Get specific steps on how you can start building a virtual family office - Wealth Mastery Matrix
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