EP46 | Should Your Family Establish A Family Office? With Trey Taylor Work Hard Invest Harder podcast

EP46 | Should Your Family Establish A Family Office? with Trey Taylor

1+ y ago 51:31

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Are you ready to supercharge your understanding of family wealth management? Dive into an enlightening episode featuring Trey Taylor, a seasoned expert in family office management. So press play to join us in unraveling the complexities of managing family wealth today!

Key takeaways to listen for:

Trey’s journey into establishing a family office
Valuable insights for people looking to set up a family office for investing
A great investment strategy for new family offices
The inspiration behind “A CEO Only Does Three Things”
One piece of advice that will kickstart your real estate investing journey

Resources:

Republic
AngelList
A CEO Only Does Three Things by Trey Taylor | Kindle, Paperback, and Hardcover
Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback
The Alchemist by Paulo Coelho | Kindle, Paperback, and Hardcover
Traction by Gino Wickman | Kindle, Paperback, and Hardcover
Profit First by Mike Michalowicz | Kindle and Hardcover
The Goal by Eliyahu M. Goldratt and Jeff Cox | Kindle and Paperback
Linked by Gordon Korman | Kindle, Paperback, and Hardcover

Subscribe to Trey’s newsletter by visiting https://plantyourflag.com/ and stay up to date on the best content about leadership, investing, and business from around the web for FREE!

About Trey Taylor

Trey Taylor is the managing director of Threadneedle, the Taylor Family Office, the chief executive officer of Taylor Insurance Services, the managing director of Trinity Blue Consulting, and the founding partner of Ascend Partners. He holds a Bachelor’s degree in History from Emory University, & a Juris Doctor degree in Tax and corporate Transactions from Tulane. In 2013, Trey was named one of Georgia Trend Magazine’s 40 Under 40.

In 2020, Trey published his first book, A CEO Only Does Three Things. Since that publication, he has appeared on 60+ podcasts and been featured in publications like INC., Entrepreneur, SHRM, and others.

Connect with Trey

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57 episodes