💰 The Family Office Playbook: How Jon Taber & DRA Are Investing for Impact & Wealth Preservation

🚀 INSIDER’S GUIDE: How Family Offices Invest, Grow Wealth, and Change the Game

Family offices are the quiet powerhouses of the investment world. 🏦💰

They don’t chase headlines like VCs, but they control billions in capital. They make moves that define industries. 🔥

Few people understand this world better than Jon Taber, Managing Partner at DRA Family Office, a California-based private investment firm focused on lower middle market private equity, real estate, and early-stage companies. (Jon’s based in Sacramento ☀️🌉) Taber’s also deeply involved in mission-driven investing, making sure DRA Family Office isn’t just about wealth preservation, but impact. 🌍

I first met Jon and his co-managing partner Rose Vitale (head of the Female Founders Institute) when they interviewed me for the Family Office Podcast. I really enjoyed meeting with both of them.

We sat down with Jon to talk about his journey, the evolution of family offices, and why he’s laser-focused on investing in industries that actually matter. 🚀