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Should You Set Up a Family Office? Here’s When It Makes Sense
Episode 04
As your success grows, so does the financial complexity. More accounts, more advisors, more decisions—and often, more chaos.
In this episode of The Angie.CPA Show, Angie Grainger, CPA/PFS, CFP®, breaks down what a fractional family office is, why it’s not just for billionaires, and how it can help high-income entrepreneurs regain clarity, control, and tax savings. If you're juggling multiple advisors and still wondering if you're making the right moves, this episode is for you.
You’ll hear how Angie and her team have uncovered over $17 million in client messes, mistakes, and missed opportunities—and how getting the right structure in place changed everything.
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