Edward Marshall, Managing Director at wealth management, trust, and private banking company Boston Private, recently interviewed me to discuss their new White Paper, Surveying the Risk and Threat Landscape to Family Offices.
In the podcast we discuss networks, risk management, partnering with the right vendors, and reputation management trends and concerns. I am pleased to share it with you here: Family Office Connections: Managing Your Online Reputation.
A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with over $100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations.
While my insights re serving high net wealth clients are highlighted in the podcast, so are online reputation management tips everyone can benefit from. I hope you will find it a helpful resource.
