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What is a Family Office? w Erik Halvorssen from Klosters Capital

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Manage episode 376736631 series 2815735
Inhoud geleverd door Key Biscayne Stories Podcast and Key Biscayne Stories. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Key Biscayne Stories Podcast and Key Biscayne Stories of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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.

Guest Links
Erik Halvorssen
klosters-capital.com

  continue reading

86 afleveringen

Artwork
iconDelen
 
Manage episode 376736631 series 2815735
Inhoud geleverd door Key Biscayne Stories Podcast and Key Biscayne Stories. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Key Biscayne Stories Podcast and Key Biscayne Stories of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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.

Guest Links
Erik Halvorssen
klosters-capital.com

  continue reading

86 afleveringen

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