For Renee Wolgin, making the leap from certified public accountant to director of family office at Telemus — a registered investment advisor firm with offices in Detroit and Chicago, managing more than $3 billion — was all about adding value to clients and being more integrated with their finances. “The goal is to promote full financial-life management,” she says.

In this episode, Renee talks with Wealth Strategist Leslie Geller about her role as a “virtual family CFO,” the customized services she can offer and the “one-stop shop” value that she brings to clients. Renee also explains how her team uses software that serves as a “digital vault” for client information — and why it becomes a kind of heirloom for clients.

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