Do you have the time and money to live the life you want to live? Are you clear on what’s “really important” to you? Do you have someone you trust and a team of experts helping you get clarity around what’s really important to you… and helping you implement “your plan” to live the life you want?
The Smart Money Experience® (SME™) is a comprehensive Family Office delivery process that is fully defined and integrated where Family Officers™ focus on “serving families” rather than “selling families.” SME™ is all based on the Family Officer™serving families as a fiduciary and having meaningful “high-trust” relationships.
SME™ frees the Family Officer™ from the Old World tread mill of having to “sell” something to make money. Their client families pay them to provide the SME™ Family Office deliverables, which are fulfilled through a defined process with a team of experts. This ensures that the families they serve get expert advice. It also ensures that the Family Officer’s™ interests are aligned with their client families’ interests. They are paid by their community of families to serve… not to sell. It also frees the Family Officer™ to focus on making sure the things that need to get done… actually “get done.”
We all agree there are things in life that are more important than money. Your health and fitness… your family… your friendships… your faith… your emotional and spiritual well-being… time to travel and create memories. These are the things that make life rich.
Engaging a SME™ Family Officer™ can free you to live the life you want to live… and improve your quality of life.