Should You Consider Family Office Services?
On this week’s episode, we’re exploring the concept of family office services — and to help us do that, we welcome Partner and Private Wealth Manager Brenna Saunders from Creative Planning’s ultra-affluent team. We also explore the growing importance of impact investing and how families are aligning their wealth strategies with values that create positive social and environmental change — an area of increased importance as you accumulate wealth.
Rethink Your Money · Brenna Saunders, John Hagensen, Creative Planning
Show Notes
On this week’s episode, we’re exploring the concept of family office services — and to help us do that, we welcome Partner and Private Wealth Manager Brenna Saunders from Creative Planning’s ultra-affluent team. We also explore the growing importance of impact investing and how families are aligning their wealth strategies with values that create positive social and environmental change — an area of increased importance as you accumulate wealth.