In Part 1 of this two-part podcast episode, Michael Merlin, Founder of Merlin Wealth Management, Emery Bourne and April Gay, MWM Family Office Relationship Managers, and Rebecca Mineo, Head of Family Office Solutions for Rockefeller Global Family Office, dive into what makes family office services different from similar services provided in a typical wealth management relationship. They also discuss the history of the Rockefeller Global Family Office, and the transition of Merlin Wealth Management into a version of a multi-family office that's now able to uniquely deliver and prioritize family office services to clients. 

This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point in time and are subject to change without notice. The views expressed by the speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller.

Forward-looking statements including those presented herein are inherently uncertain as future events may differ materially from those reflected and past performance is not a guarantee of future performance. This podcast was recorded at Rockefeller Capital Management Buckhead in Atlanta, GA.