Supporting High Net-Worth Families
Moolala: Money Made Simple with Bruce Sellery
English - October 05, 2022 11:47 - 11 minutes - 15.6 MB - ★★★★ - 4 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Reframing Money As Medicine
Next Episode: Cascading Life Insurance
We talk to Stephanie Dean, manager of financial literacy at RBC Family Office Services, about what is a “family office” and how they support families that have a high net-worth with managing money, financial literacy and education.