The Family Office: Your Comprehensive Financial Solution # 402
Your Life Your Wealth
English - July 14, 2023 10:09 - 19 minutes - 27.3 MB - ★★★★★ - 27 ratingsInvesting Business News currentevents finances financialplanning investing lifestyle news politics retirement stockmarket wealth Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
If you interact separately with professionals such as your financial planner, CPA, and attorney, and each is working independently on your behalf, you may not be getting the full benefits of their integrated expertise. Now, imagine the impact of these professionals working together on your overall financial health, and that of your family.
Today, John Walker, Regional Vice President, Mercer Advisors, discusses financial, and other benefits, available through a family office service which had previously been available only to ultra high-net-worth families.
Listening Time: 19
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.