The Digital Family Office Podcast Por Jeff Mount arte de portada

The Digital Family Office

The Digital Family Office

De: Jeff Mount
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Ultra-high net worth families have had access to professionals who collaborate for the benefit of the family. These professionals hold each other accountable to managing investment risk, taxes, legal concerns, property/casualty risk controls, property management, and even concierge travel services. Finally, this level of service is available for the middle-class millionaire who has many of the same needs. Join us each week as we explore opportunities to improve the lives of successful executives, business owners, and professional athletes through human-centered wealth management (with both traditional and non-traditional strategies), tax strategies, multi-generational wealth transfer planning, and more.© 2023 The Digital Family Office Economía Finanzas Personales
Episodios
  • Lifestyle improvement for busy executives is an episode away
    May 30 2022

    Success cannot be measured solely by business success.  We feel responsible for fulfilling our family obligations.  We are constrained by the time limitations we agree to endure.  Minimizing excessive taxation, the negative impacts of bear markets, protecting our family from frivolous and/or fraudulent lawsuits are all pressures that impact our personal wellness.  Today I am excited to introduce Dr. Pat Boulogne, wellness expert and #1 Amazon best seller. 

    Reach me at Jeff@farther.com to learn how to implement a digital family office experience for your family.

    www.farther.com

    The content of this podcast is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Farther Finance Advisors, LLC and their advisors are not responsible for the consequences of any decisions or actions taken as a result of information provided in this podcast and do not warrant or guarantee the accuracy or completeness of the information provided. Any forward looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. Accordingly, listeners should not rely solely on the information provided today in making any investment decision. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. 






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    34 m
  • "Crypto RIP?"
    May 18 2022

    The recent slide in crypto values has the world wondering, "Is it over?"  Articles from the New York Times, Fortune, and the Washington Post all point to the doom of this emerging asset class.  In our first "Real and Raw" interview here on the Digital Family Office, we are fortunate to do Q&A with Dr. Gabriel Burstein.  Dr. Burstein has been a strategist for HSBC, Lipper, and OppenheimerFunds and has a deep level of experience and knowledge in crypto currencies.

    Join us to hear how he feels about all of the news around the crypto crash.

    For questions, reach out to me at jeff@farther.com.

    www.farther.com

    The content of this podcast is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Farther Finance Advisors, LLC and their advisors are not responsible for the consequences of any decisions or actions taken as a result of information provided in this podcast and do not warrant or guarantee the accuracy or completeness of the information provided. Any forward looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. Accordingly, listeners should not rely solely on the information provided today in making any investment decision. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. 



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    58 m
  • Welcome to the Digital Family Office
    Apr 27 2022

    Are you a busy executive, entrepreneur or even a professional athlete?  Success has made you comfortable, but time seems less available.  Spend that time wisely.  Spend it on your vocation and your vacation!

    The Digital Family Office provides a deep level of insight into how the middle-class millionaire now has access to the experience normally enjoyed by the super-rich.  This unique platform will bring all of the professionals together to work collaboratively on your behalf to:

    Preserve your wealth in multiple ways - from losses due to ill-timed bear markets, from losses due to excessive capital gains taxation, from excessive unearned income taxes, and from fraudulent/frivolous lawsuits. 

    Restore your time to spend on the work that got you here and with family and friends.

    Privacy and discretion is a priority of each team member.  Nobody will know they work with you unless YOU tell them.

    Join us each week to discuss strategies used to achieve excellence, lifestyle advice, and to hear how the professionals view timely events that scream either opportunity or risk.

    I can be reached by email at jeff@farther.com.

    www.farther.com

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    13 m
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