March 18, 2021
Family Office: 3 Big Questions
As part of their "3 Big Questions" series, Marvin J. Schmidt speaks with Darren Matte of Wealth Professionals Canada on the topic of the family office industry.
In this 5 minute interview, Marvin and Darren tackle:
- What is a Family Office?
- What is the difference between a Family Office and an Investment Advisor?
- What are some of the top concerns of Family Office clients?