Jim Dew, Founder of Dew Wealth Management, joins Ben Fraser and Jim Maffuccio, to dive into the concepts of building a Virtual Family Office. After spending years studying the ultra-wealthy, Jim Dew realized Family Offices generally had staff, resources and strategies built around preserving and growing their family’s wealth. Jim decided to replicate their approach, but make it more accessible for the entrepreneur. Tune into today’s show to hear about Jim’s story and how he’s built his unique wealth management approach.
Dew Wealth Management https://www.dewwealth.com/
Connect with Jim Dew on LinkedIn https://www.linkedin.com/in/jim-dew-0ab03a5/
Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/
Prior to Aspen, Mr. Fraser was a commercial lender at First Business Bank specializing in government backed loan originations (SBA & USDA), for one of the top SBA lenders in the nation. Prior to that he was a commercial credit underwriter for Crossfirst Bank, personally responsible for underwriting over $125MM in C&I and CRE loans across a variety of industries.
Prior to that, he worked for Tortoise Capital Advisors, a boutique asset management firm in energy infrastructure investments, and helped grow their institutional managed accounts from ~$3BN AUM to ~$7BN AUM. Ben was responsible for responding to all institutional RFPs from interested institutional investors.
Ben completed his MBA from Azusa Pacific University, and his B.S. in Finance from the University of Kansas, graduating magna cum laude.
![[Ilab Classic] How To Build Your Own Virtual Family Office Feat. Jim Dew &Raquo; 13088255 1743703996531 27Aa70B70750E](https://babyboomer.org/wp-content/smush-webp/2025/04/13088255-1743703996531-27aa70b70750e-250x250.jpg.webp "[Ilab Classic] How To Build Your Own Virtual Family Office Feat. Jim Dew 1")
