Adding Family-Office Services and Software, with Renee Wolgin

    | July 21, 2021


    Renee Wolgin, Director of Family Office, 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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