family office

Who’s Actually in the Room When Wealthy People Make Money Decisions?

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Three connected points representing the professionals involved in managing significant wealth

HIDDEN WEALTH The last article ended with a question I couldn’t shake. Who else is sitting at the table when serious wealth is being managed well? I knew the obvious answer by then. The wealth manager. But once I started paying attention to how major financial decisions actually get made, I realized the table can … Read more

What the Heck Is a Family Office?

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A red discovery pin representing the hidden world of family offices and wealth management.

Hidden Wealth One thing I’ve learned since launching Miami Deal Flow is that real estate is really just a giant networking business disguised as a real estate business. Every week, I’m researching new industries, reaching out to potential referral partners, learning about different professional groups, and trying to understand who actually influences major buying and … Read more