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What is The DiNuzzo "Middle-Market Family Office" Breakthrough about?
More personal and business wealth exists in the world today than ever before, as privately held business owners creatively grow their companies. Unfortunately, the private wealth industry has not kept up and options for successful middle-market business owners are limited. Only the world's wealthiest families have access to the expertise needed to truly achieve their business, personal, financial, and philanthropic needs. In The DiNuzzo Middle-Market Family Office Breakthrough , private wealth advisor P.J. DiNuzzo reveals the first and only structure through which he and a well-coordinated team of experts help middle-market business owners get the same level of service once only reserved for the ultra-wealthy. Title 5 Copyright 6 Contents 10 Acknowledgments 12 Foreword 14 Introduction: The Challenges with the Status Quo and the Lackluster Existing and Traditional Solutions 18 Part 1: How Single Family Offices Have Served Ultra-Wealthy Business Owners for Decades 24 Chapter 1: How Ultra-Wealthy Business Owners Use Single Family Offices 25 Chapter 2: The Forgotten Demographic: Middle-Market Business Owners 30 Chapter 3: The Problems with Traditional Single Family Offices and Other S
- Author
- P. J. DiNuzzo
- Publisher
- Morgan James Publishing
- Language
- EN
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