Working with Ultra-High-Net-Worth Families in a Multi-Family Office Structure with Pam Perskie
Steve Sanduski
FEBRUARY 6, 2023
But folks with more modest wealth can still benefit from Pam’s expertise in those unexpected moments when life and money intersect, such as managing a significant inheritance. Retirement planning is not really as much of a focus for my clients. There’s more differentiation between top-tier managers and median managers.
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