5 O'Clock Focus - Family Office Lite Model

Name: 5 O'Clock Focus - Family Office Lite Model
Start: 2025-12-01T17:00:00-06:00
End: 2025-12-01T18:00:00-06:00
Location: 3835 CR175 Bldg 8, Leander, TX, United States, Texas 78641

Schedule

Mon Dec 01 2025 at 05:00 pm to 06:00 pm

UTC-06:00

Location

3835 CR175 Bldg 8, Leander, TX, United States, Texas 78641 | Leander, TX

In our classroom session dedicated to learning about our Family Office Lite Model, you’ll learn how to bring every key advisor you need- your AW advisor, preferred CPA, estate attorney, and realtor - together in one place. This integrated approach simplifies your financial life, streamlines communication, and ensures every part of your plan is working in sync. We’ll also discuss our transparent fee structure and break down the role each professional plays in helping you make smarter, more proactive decisions. Join us on December 1st from 5:00–6:00 PM to see why our Family Office Lite model is the perfect solution for individuals and business owners who want a coordinated, all-in-one support team. Enjoy drinks, great conversation, and practical insights you can put to use right away.