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

Work Hard Invest Harder

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

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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

• Website: Trey Taylor | TRINITY | BLUE
• LinkedIn: Trey Taylor, J.D.
• Facebook: Trey Taylor
• X: @TreyTaylorCEO

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