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Demystifying Family Office Services Part 2
Manage episode 405941772 series 3407403
Indhold leveret af Thomas Martella and Michael Merlin. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Thomas Martella and Michael Merlin eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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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