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Demystifying Family Office Services Part 2
Manage episode 405941772 series 3407403
Innhold levert av Thomas Martella and Michael Merlin. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Thomas Martella and Michael Merlin eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In Part 2 of this two-part podcast episode, Michael Merlin, Founder of Merlin Wealth Management and Rebecca Mineo, Head of Family Office Solutions for Rockefeller Global Family Office, continue their discussion of several client situations where family office solutions have proven valuable.
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