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What is a Family Office? w Erik Halvorssen from Klosters Capital
Manage episode 376736631 series 2815735
المحتوى المقدم من Key Biscayne Stories Podcast and Key Biscayne Stories. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Key Biscayne Stories Podcast and Key Biscayne Stories أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.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.
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Erik Halvorssen
klosters-capital.com
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