Dec 5, 2018
Life is complicated, and it gets more so as wealth increases.
While advisors are almost always necessary, it can be hard to find
good one, with the the skills, experience, empathy and integrity
you want. And, once found, it can be often difficult to manage them
in a effective way that stays focused on the needs of the family.
In this podcast, Tom McCullough has a fascinating conversation with
Philip Marcovici, a retired lawyer and consultant to global
families, about the challenge of finding and keeping effective
advisors you can trust.