Join host Marjorie Roman in this captivating podcast episode as she sits down with financial expert Jim Dew to discuss the significance of establishing a family office. Traditionally utilized by billionaires, Jim reveals how entrepreneurs can apply this powerful wealth management tool on a smaller scale. Discover the smart strategies and friendly advice Jim shares to help entrepreneurs effectively manage their wealth and achieve financial success. Don't miss out on this insightful conversation packed with practical tips to optimize your financial infrastructure and take control of your wealth. Tune in now and unlock the secrets of successful wealth management for entrepreneurs.
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