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Apr 14, 2020

The term “family office” is a little known term and approach in the financial world. I talk with David Shirkey who manages their family office and strategic initiatives at Orbitform. If you're looking to create a family legacy, this episode is rare and full of valuable insights.


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Highlights

  • Managing a family office
  • Estate planning and communication
  • Being focused on what it is that you want
  • Think big and record your credits


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