EP 46: What is a Family Office and Do I Need One? with Kevin Alerding

Defenders of Business Value

May 11, 2020•35 min•Ep. 46

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Episode description

Do you know what a family office is? Ed didn't either. He'd heard the term before, but just never really understood its function. Ed has known Kevin Alerding of Indie Asset Partners for a while. He's seen him speak a couple of times and, he recently joined a practice in which the practice is a family office. So Ed reached out to him and wanted to learn a little bit about what a family office is and who's it for? Why does it work? And why are so many families moving in that direction?

Enjoy this conversation with Kevin Alerding!

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