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What is a Family Office? w Erik Halvorssen from Klosters Capital
Manage episode 376736631 series 2815735
Το περιεχόμενο παρέχεται από το Key Biscayne Stories Podcast and Key Biscayne Stories. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Key Biscayne Stories Podcast and Key Biscayne Stories ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Today Erik explains what family offices are and what are their basic structure. We talk about the minimum costs of starting a family office in Miami. Erik also explains how Klosters Capital helps families manage their wealth by providing family office services.
Erik has extensive experience in the international financial sector, prior to joining Klosters Capital in 2019. Since 1997 he has provided independent financial advice to high net worth families in Latin America, the United States and Europe, holding management positions in various international financial institutions dedicated to Wealth Management in the United States and Europe, such as Santander and Bank of America, among others. Erik has a degree in Economics from the Andrés Bello Catholic University in Caracas and has a FINRA Series 65 license.
Guest Links
Erik Halvorssen
klosters-capital.com
86 επεισόδια
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