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Wealth of Wisdom

The Top 50 Questions Wealthy Families Ask

TOM McCULLOUGH | KEITH WHITAKER

Wealth of Wisdom Podcast - Episode 8

Philip Marcovici – How Can You Find Trustworthy Advisors?

Life is complicated, and it gets more so as wealth increases. While advisors are almost always necessary, it can be hard to find good one, with the the skills, experience, empathy and integrity you want. And, once found, it can be often difficult to manage them in a effective way that stays focused on the needs of the family. In this podcast, Tom McCullough has a fascinating conversation with Philip Marcovici, a retired lawyer and consultant to global families, about the challenge of finding and keeping effective advisors you can trust.

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