Advisors Learn How to Integrate Exit Planning Services Today!

Podcast 139 – When should you engage a Family Office?

When should you engage a Family Office? 

Our show today featured the Managing Director of the Trust Point Family Office, Christine Schmidt.  Christine got her start as a CPA, working in the insurance industry. From there she spent 16 years working as an accountant for a large Family Office with many types of holdings. She learned a lot and decided it was time to find a new endeavor. She found Trust Point, and became a financial adviser. Just 5 years ago, she launched their Family Office department and has been growing it along with many new clients ever since. 

The primary role of a Family Office, she said, is to be the family's fiduciary advisor in all things having to do with the family; business included. Assisting in making a myriad of financial decisions, both personal and professional, working across generations

Trustee services, financial education for family members, wealth management,  facilitation of family meetings, shareholder meetings, assembling and implementing Family Governance and philanthropic guidance are just some of the Family Office services at Trust Point. 

When is the best time to engage a Family Office? The answer is it can vary, but many times it starts with a family seeking a Trustee relationship. Legacy planning for the business is another driver. To learn more, Connect with Christine 

The interview was one of our best so far in 2023! Listen to it here

Trust Point will be sponsoring a women in business event on May 12, organized by Team Women. Christine will be there, so if you go, stop by and say hello! Click here for a link to register

Connect with Julie Keyes on LinkedIn

Thank you to this month’s sponsor!  Sunbelt Business Advisors and Trust Point

Support the show

Are you ready for your best exit? There is no time like the present to prepare.
Check out these resources offered by KeyeStrategies:

Want Even More Insights?

Sign Up for the Poised for Exit Newsletter

Resources from KeyeStrategies

Business Readiness Transition Course
Preparing Your Business for Transition Book

Poised for Exit Book

Julie Keyes
Julie Keyes

Founder & Owner at KeyeStrategies, LLC

Julie is a Certified Exit Planning Adviser and Value Growth Advisor with 30+ years of experience. She works with business owners who seek to understand and maximize their exit and critical transition options.

Thank you to our Poised for Exit Sponsors!