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Unlock Balance: Rebecca Cowley’s Proven Wealth Preservation Strategies
Manage episode 443001386 series 3584029
Sisällön tarjoaa Jonathan Fishbeck. Jonathan Fishbeck tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
"Balancing the complexities of family office management with personal well-being requires a strategic approach and strong support systems."
Rebecca Cowley, Managing Director at Andersen Family Office Solutions Group, brings a wealth of knowledge from her diverse career path. Starting at KPMG, founding her own consulting firm, and eventually joining Andersen, Rebecca combines professional excellence with personal resilience.
In this episode, Rebecca shares her insights into how family offices have evolved over the last twenty years, the importance of expert tax and legal strategies, and the benefits of hybrid family office setups. Rebecca also opens up about managing the intricacies of family office work while being a single parent, and how crucial family and community support can be.
Key Moments
05:25 Lessons from Building an Office
08:34 Family Office Service Gaps
15:44 Strong Financial Foundations
23:54 Three Phases of Client Integration
26:20 Proactive Planning Essentials
Connect with Rebecca Cowley
LinkedIn: https://www.linkedin.com/in/rebeccamaguire
Website: https://andersen.com/
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