• Navigating the Complex World of Family Offices and Family Wealth

  • 2025/04/15
  • 再生時間： 29 分
  • ポッドキャスト

Navigating the Complex World of Family Offices and Family Wealth

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  • サマリー

  • In this episode, Tom McCullough, co-founder, chairman and CEO of Northwood Family Office, joins Francesco to discuss the evolution of family offices, the challenges faced by wealthy families, and the importance of preparing both parents and children for wealth transition. He emphasizes the need for integrated advice and the emotional aspects of wealth management, providing insights into how families can navigate these complexities for better outcomes.

    Connect with me here:
    • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
    • https://www.facebook.com/VeritageFamilyOffice
    • https://www.youtube.com/@VeritageInternational
    • https://veritage.ca
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あらすじ・解説

In this episode, Tom McCullough, co-founder, chairman and CEO of Northwood Family Office, joins Francesco to discuss the evolution of family offices, the challenges faced by wealthy families, and the importance of preparing both parents and children for wealth transition. He emphasizes the need for integrated advice and the emotional aspects of wealth management, providing insights into how families can navigate these complexities for better outcomes.

Connect with me here:
• https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
• https://www.facebook.com/VeritageFamilyOffice
• https://www.youtube.com/@VeritageInternational
• https://veritage.ca
続きを読む 一部表示

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