Wealth warning: This is not financial advice. It’s one man’s mildly obsessive system for herding family wealth across multiple wrappers, generations, and episodes of the long-running saga ‘Finumus Predicts Poorly’. Your tax situation, access to financial products, and tolerance for faff will differ. Possibly dramatically.
The Finumus Family Office (me, hunched over a spreadsheet like Gollum with a Bloomberg terminal) manages assets across three generations of the Finumus family.
