Wealth actually: Lessons learned in advising families and individuals

Edward Marshall is joined by Frazer Rice, Regional Director of Pendleton Square. Frazer works with families and individuals in developing and implementing fiduciary structures to achieve family goals. Frazer is the author of Wealth Actually and hosts an affiliated podcast where he interviews experts in the wealth space. Frazer provides insight into valuable lessons learned, including properly communicating with professional services advisors, successful wealth planning around cryptocurrency, the impact of artificial intelligence, and the modified family office landscape in a post-pandemic world.