What is a Family Office and Why It Works
Listen to Wealth Coffee Chats Podcast Now
What if you could get the benefits of a high-net-worth family office—without the seven-figure price tag? In today’s Wealth Coffee Chat, Daniel McPherson from Positive Tax breaks down how everyday Aussies can replicate the power of a cohesive professional team. Learn why aligning your planner, broker, accountant and strategist can unlock smarter wealth creation, reduce costly mistakes, and fast-track your property investing goals. Tune in for real-world examples, practical tips, and the mindset shift that could change your financial future. Let’s Wealth Coffee Chat!
🎥Chapters:
00:00 – Intro
02:36 – Why Your Six-Star Team Matters for Wealth Creation
04:48 – What is a Family Office and Why It Works
06:45 – How to Build Your Own Version of a Family Office
09:52 – Real Examples: Development Projects, Estate Planning & Generational Wealth
13:25 – Choosing the Right Professionals: Credentials, Compatibility & Trust
15:35 – How Tech & Education Empower Better Financial Outcomes
17:25 – Final Thoughts & Weekly Wrap-Up
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