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I studied several of the wealthmanagers who work with Family Offices. Several of the wealthmanagers had specialists in-house such as: Chief Philanthropic Advisor, Head of Tax Planning, Family Legal Counselor, Trust Officer If you can’t hire these specialists, work out an arrangement with a close third-party with this expertise.
The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy WealthManagement. The opinions expressed herein do not necessarily represent the views of Sara Grillo or Grillo Investment Management, LLC. Nothing in this podcast or blog can be interpreted as legal or compliance advice.
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