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EPISODE · Mar 11, 2025 · 15 MIN

What is a Family Office and Why It Works

from Wealth Coffee Chats · host Jason Whitton

What if you could get the benefits of a high-net-worth family office—without the seven-figure price tag? In today’s Wealth Coffee Chat, Daniel McPherson from Positive Tax breaks down how everyday Aussies can replicate the power of a cohesive professional team. Learn why aligning your planner, broker, accountant and strategist can unlock smarter wealth creation, reduce costly mistakes, and fast-track your property investing goals. Tune in for real-world examples, practical tips, and the mindset shift that could change your financial future.

Episode metadata supplied by the publisher feed · Published Mar 11, 2025

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What is a Family Office and Why It Works

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