<p>Hear from Tom McCullough, founder of an MFO and author on wealth management talk about conducting family meetings, philanthropy, long term planning and how changes in culture have changed wealth management.</p>

Hear from Tom McCullough, founder of an MFO and author on wealth management talk about conducting family meetings, philanthropy, long term planning and how changes in culture have changed wealth management.

Long-Term Wealth Management Changes

Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.

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Long-Term Wealth Management Changes

Long-Term Wealth Management Changes

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