True Wealth: money & business podcast · Why the rich are turning away from Wall Street - family office playbook with Ron Diamond
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advocates creating a mission statement for a family office to increase happiness and alignment
“We did the work that you would do on a business. We create a family mission statement, family values. We set up a family, like a weekly sync where we meet up every Sunday and review the calendars and talk about who's responsible for what”
“The common purpose statement is to create joy and peace of mind for our residents, our employees, and their families by creating a, by creating a better way of life.”
“The cost to run a single family office, they did a study for a billion-dollar family office. It's about $3.5 billion, $4 million a year.”
“If we create a new Relay user, Earmark agent at earmark.me or whatever, and we create an agent and we create a login just for that agent at Relay, we could say it only gets access to the statements for statement retrieval.”
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