You're listening to the Sub 2 Breakhouse with Pace more beyond the wholesale hotline podcast.

Let's start it out by who the hell is Ryan Cox and what does Ryan do?

Ryan works for a company called Do Wealth and you guys run a family office.

What is a family office? Typically you hear multi-100 millionaires or billionaires run family

offices and what they do is they open a company. They bring in a CPA. They bring in a bookkeeper.

They bring in a CFO all in house. and they do all the everything from taxes to investments to

their bookkeeping for all their businesses.

So instead of at some point, you know, what I was doing before a lot of investors do is

they outsource to a CPA, they outsource to a bookkeeper, they outsource to like a fractional

CFO, maybe like an investment advisor at like Merrill Lynch or whatever else. A family office is

somebody, let's say that I'm Warren Buffett. Obviously, Warren Buffett has his own internal team.

And so that internal team is called a family office. And their sheer focus is you. So what is the

setup I have with you and do wealth? Yeah. So before you were with do wealth, you were really the center

of the wheel working with your CPA or had somebody working there working with your bookkeeper working with

your insurance people and so we took you out of the center of that wheel and we put ourselves there

making it more of a virtual family office where we're quarterback and things like getting your

insurance is in place getting your estate plan updated and make sure your tax returns are right and

you're saving taxes where you can so we just try to quarterback everything from estate planning to life

insurance, to commercial insurance, to personal insurance, really everything. Most of what you're

doing for me is cleaning up things. Is that correct? That's all we've done for you. Amazing.

I did things the wrong way for seven years and I didn't know any other way.

I joined masterminds and I started meeting people like Chris Crone. I think is Chris Crone is another client of your guys is or people you've done business with. And Chris was like, you got to just hire a family office. But that's not the first person you meet in your journey. The first person you meet in your journey is a Craigslist search, the guy you meet at church that says he's a CPA, or he's a bookkeeper or whatever it may be.

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