How To Keep Your Money

The Intricacies of Family Office Management. Kate Maguire


Listen Later

In episode 61, I interview Kate Maguire, a seasoned family office general practitioner. We explore the complexities of managing family wealth, including the importance of trust, communication, and understanding family dynamics. Kate shares her insights into the role of a family office general counsel, the necessity for confidentiality, and the value of bespoke advisory services. We also discuss the essential qualities required for the role, such as life experience, linguistic skills, and the ability to empathise with families' unique needs.

CONNECT WITH KATE:

LinkedIn

CONNECT WITH CAROLINE:

Our club ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ gives you real-life stories and examples of how our club professionals can guide you on 'How to Keep Your Money'

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Caroline's Club⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

[email protected]

...more
View all episodesView all episodes
Download on the App Store

How To Keep Your MoneyBy Caroline's Club