AN ACCOUNTANT EXPANDING INTO FAMILY OFFICE

AN ACCOUNTANT EXPANDING INTO FAMILY OFFICE

This podcast is going to:

• Get insights from a qualified accountant about why explore Family Office
• The pathway from employee at Sunshine Coast to multi-family office in Brisbane
• Leanings to date of selling and delivering a Family Office to a client.

Chris Davey is a qualified Accountant, father of his 3-year-old son, Nikita and overall good person. Chris approached me circa one year ago to assist with Family Office coaching and I’m pleased to say, he has his first client with second looking very likely any day.

Chris, hullo, welcome and thank you for your time and agreeing to share your journey into Family Office.

• How did you go from a safe and secure job as an Accountant on the Sunshine Coast to selling your first Family Office?
• How’s the home life with the change?
• What would you say was the hook for you to explore Family Office?
• Any regrets?
• How hard has it been grasping Family Office?
• Do you think that you could achieve this own your own?
• Your second client looks likely to be onboarded any day, how different was it to receive the lead passed over to you from me?
• What learnings would you gift our audience if they are considering putting their toe in the water with regards Family Office?

Lessons learnt: Knowing what you know now, what are the things you wish you had learned earlier in your career?

What is the best way for anyone in the audience who wishes to contact you, discuss some Family Office coaching, refer a client?