Today, I’m talking to Jim Dew, who is the CEO and Founder of Dew Wealth Management – a firm that builds virtual family offices, specifically for entrepreneurs.

You may be wondering, what exactly is a virtual family office? Well, entrepreneurs and investors typically have a number of professionals in their corner to help manage their wealth – attorneys, accountants, insurance agents, bankers, and more. The problem is, these specialists don’t always communicate with one another. And if there’s no coordination or united vision, it can really hurt how the wealth gets managed.

Traditional family offices fix this by assembling a dedicated team offering personalized financial services. But they're costly, usually reserved for those with over $200M.

That’s where the virtual family office comes in. By offering services virtually, operating costs are drastically cut, allowing entrepreneurs to access expert advice previously exclusive to the super-rich.

THIS is what today’s episode is all about. Jim’s going to share insights from nearly 30 years of experience building virtual family offices. You’ll learn what to look for when hiring a team and unique strategies to protect, manage, and grow your wealth!

In this episode, you’ll learn:

✅ The asset protection playbook for every stage of your business, including insights into different practical tax scenarios.

✅ The criteria for evaluating top-tier tax and wealth advisors and why having “A players” on your team is non-negotiable for managing wealth.

✅ Strategies for smartly applying the Augusta Rule, the tax advantages of HSAs, and the strategic benefits of employing your children.

Free Gift

Get free access to Jim's "Augusta Rule & Tax Reference" guide. Visit LifestyleInvestor.com/185

Show Notes: LifestyleInvestor.com/185

Tax Strategy Masterclass

If you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/tax

Strategy Session 

For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation

The Lifestyle Investor Insider

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