I have been a member of The Family Offices of Key Biscayne Florida since 2019. Recently, we have made the decision to work more closely as I have become a vetted charter member. Until now, I have been using my membership as a drawing board to keep up with the latest information regarding the financial world.
Looking into the new year this will change as we become more involved with the services that they offer, including: marketing, accounting, personal wellbeing and leading a balanced life.
Our membership in this organization has introduced me to business leaders around the world and some of most influential people in the finance industry in the United States. I will be name dropping soon!
For those of you who are unfamiliar with the term Family Offices, these are families that want to perpetuate their wealth. Stocks, bonds and real estate investments are not enough. They seek out the cutting edge opportunities in all industries, and will invest $50,000 on an ice cream truck or a hundred million on a medical device company.
We look forward to working with them more closely as we move into 2024!