The Digital Family Office

Jeff Mount

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. read less
BusinessBusiness
Lifestyle improvement for busy executives is an episode away
May 30 2022
Lifestyle improvement for busy executives is an episode away
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.comThe 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.
"Crypto RIP?"
May 18 2022
"Crypto RIP?"
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.comThe 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.