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Jake Claver
  • 8 months ago
Find more from Jake Claver by visiting the links below:

🖥Websites🖥
Digital Ascension Group - https://www.digitalfamilyoffice.io
Beyond Broke Mastermind - https://mastermind.beyondbroke.com

Social media
Twitter - https://www.twitter.com/beyond_broke
Linkedin - https://www.linkedin.com/in/jacobclaver/
TikTok - https://www.tiktok.com/@jakeclaverqfop
Facebook - https://www.facebook.com/jakeclaverqfop
Transcript
00:00So, when I work with somebody, if you come into more than $20 million, that's about the time you'd
00:05want to start formalizing a family office. This is what I do when I help you formalize a family
00:11office. And we'll go through your mission statement, your core values. We document and
00:18set up a family constitution and a family compass, and then we put governance and controls around the
00:23money, who has access, constraints.
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