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

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Manage episode 376736631 series 2815735
Content provided by Key Biscayne Stories Podcast and Key Biscayne Stories. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Key Biscayne Stories Podcast and Key Biscayne Stories or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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

95 episodes

Artwork
iconShare
 
Manage episode 376736631 series 2815735
Content provided by Key Biscayne Stories Podcast and Key Biscayne Stories. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Key Biscayne Stories Podcast and Key Biscayne Stories or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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

95 episodes

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