Presenter details
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Chris Bean
Speaker, Managing Partner at Private Advisory
As a self-proclaimed reformed accountant, Chris ran a local accounting firm serving business owners. After several years, he decided to leverage his tax expertise to create a multi-family office. He acquired his father’s book and has grown it from $75m to $1.4b in assets under management.
The idea of the multi-family office is to provide the client with the most elite experience on the market. Instead of a disparate financial team, Chris has built a business by consolidating tax strategy, wealth management, and estate planning into one team.
About The Factory
The Factory is focused on helping high-net-worth individuals create factories that perpetuate good in the world.
A factory has three parts–inputs, machinery, and outputs. The Factory is the machinery that converts the inputs of time, energy, and money into the outputs of strong relationships, peace of mind, and happiness.
This happens through handling the logistical side of wealth–investments, taxes, and legal. The Factory partners with top-tier practitioners to handle the actual logistics of wealth.