Unlock Balance: Rebecca Cowley’s Proven Wealth Preservation Strategies

01/10/2024 37 min Episodio 8
Unlock Balance: Rebecca Cowley’s Proven Wealth Preservation Strategies

Listen "Unlock Balance: Rebecca Cowley’s Proven Wealth Preservation Strategies"

Episode Synopsis


"Balancing the complexities of family office management with personal well-being requires a strategic approach and strong support systems."Rebecca Cowley, Managing Director at Andersen Family Office Solutions Group, brings a wealth of knowledge from her diverse career path. Starting at KPMG, founding her own consulting firm, and eventually joining Andersen, Rebecca combines professional excellence with personal resilience.In this episode, Rebecca shares her insights into how family offices have evolved over the last twenty years, the importance of expert tax and legal strategies, and the benefits of hybrid family office setups. Rebecca also opens up about managing the intricacies of family office work while being a single parent, and how crucial family and community support can be. Key Moments05:25 Lessons from Building an Office08:34 Family Office Service Gaps15:44 Strong Financial Foundations23:54 Three Phases of Client Integration26:20 Proactive Planning EssentialsConnect with Rebecca CowleyLinkedIn: https://www.linkedin.com/in/rebeccamaguire Website: https://andersen.com/

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