What if you could access the same level of care, coordination, and strategic planning that billionaires get, without needing a private jet or a hundred-million-dollar estate?

In this episode of Financial Strategies, Andrew and Daniel Agemy introduce the concept of a “family office experience” for everyday millionaires—individuals or couples with $2M to $20M in wealth who are often underserved by traditional financial models, but not large enough to build a private family office.

What You’ll Learn:

• What a family office really is and why the ultra-wealthy rely on them

• Why a net worth of $2M–$20M demands a more sophisticated strategy than a 401(k) and a few mutual funds

• How coordinated planning, across tax, investments, estate, philanthropy, and legacy, can reduce fees, mitigate risk, and protect your wealth long-term

• Why being “comfortably wealthy” doesn’t mean you’re getting the attention you deserve

• How to think like a CIO (Chief Investment Officer) for your family’s wealth

• Why most retirees are “collectors of mutual funds” rather than strategic investors

This episode is about more than money. It’s about designing a structure that works for your family, your goals, and your legacy. It's the boutique approach to wealth, with personalized service, transparency, and strategic foresight—without the cookie-cutter ETF packages.

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