NEW ADVISOR TO FAMILY OFFICE, HOW HAS IT BEEN?

Cody Harmon, Cruz Family Office walks us though his pathway to being a Family Office adviser.

He shares the nuggets about what he has learnt to date along with the good, bad and the ugly.

We both hear and feel the light-bulb moment where he made the decision to move to Family Office from Financial Planning.

Cody provides his counsel to anyone listening if they are pondering whether or not to put their toe in the water and explore Family Office.

What would he have done differently on his journey?