REM 18: Kwesi Robotham & Jim Roessner - How You Can Leverage a Virtual Family Office

A wise venture capitalist once said, “the best businesses are the ones that take a product that has traditionally been reserved for only the ultra-wealthy and make it available to everyone else.” 

Uber has done this with private chauffeur services, AirBnB has done this with second homes, and now, my friends over at Kingstowne Advisors are bringing the Family Office to entrepreneurs and business owners!

Kwesi Robotham and Jim Roessner operate a Virtual Family Office, which means you now have access to the same personalized and wholistic wealth planning solutions as the centimillionaires, without having to hire your own full-time staff. 

Kwesi and Jim leverage their in-house expertise and expansive network to create a variety of customized solutions that traditional wealth managers are unable to offer, and at a fraction of the expense of a traditional family office.

In today’s episode, we discuss…

• Who will benefit the most from working with a virtual family office.
• How you can utilize the concept of leverage in every part of your business and personal life. 
• What led Kwesi and Jim to create a virtual family office.
• How a virtual family office alleviates many of the drawbacks that are inherent to many traditional wealth advisors. 
• Why Kwesi and Jim are able to fully exemplify the duties of a fiduciary through their innovative business model. 

If you own a growing business and you’re constantly trying to manage many moving parts, or if you want a comprehensive business and wealth planning solution that fits your specific needs, I highly recommend listening to this episode to learn about how a virtual family office can help you achieve your goals while saving you countless dollars!

Keep Making Milestones,
Ben Malech


If you want to learn more about the Kingstowne Advisors, you can find them at:
Kingstowne Advisors Homepage: https://www.kingstowneadvisors.com/
Kwesi’s LinkedIn: https://www.linkedin.com/in/kwesirobotham/
Jim’s LinkedIn: https://www.linkedin.com/in/jim-roessner-b5b7a286/

To learn more about Ben, connect with him through:
Ben’s Website: https://benmalech.com/
Ben’s LinkedIn: https://www.linkedin.com/in/benjamin-malech/
Ben’s email: [email protected]


Resources Mentioned:
Relentless - Tim Grover
Rich Dad, Poor Dad - Robert Kiyosaki
The Go-Giver - Bob Burg and John David Mann
The Power of Tact - Peter Legge 

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