{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Beyond Wealth","title":"Unlock Balance: Rebecca Cowley’s Proven Wealth Preservation Strategies","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/4b2648c2\"></iframe>","width":"100%","height":180,"duration":2275,"description":"\"Balancing the complexities of family office management with personal well-being requires a strategic approach and strong support systems.\"\n\nRebecca Cowley, Managing Director at Andersen Family Office Solutions Group, brings a wealth of knowledge from her diverse career path. Starting at KPMG, founding her own consulting firm, and eventually joining Andersen, Rebecca combines professional excellence with personal resilience.\n\nIn this episode, Rebecca shares her insights into how family offices have evolved over the last twenty years, the importance of expert tax and legal strategies, and the benefits of hybrid family office setups. Rebecca also opens up about managing the intricacies of family office work while being a single parent, and how crucial family and community support can be. \nKey Moments\n05:25 Lessons from Building an Office08:34 Family Office Service Gaps15:44 Strong Financial Foundations23:54 Three Phases of Client Integration26:20 Proactive Planning Essentials\nConnect with Rebecca CowleyLinkedIn: https://www.linkedin.com/in/rebeccamaguire Website: https://andersen.com/","thumbnail_url":"https://img.transistorcdn.com/HC36-ItFXbCvC9HsnHgpa_FxwFFMKnn82y6SRIPbT2g/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS85MTQ1/NDRjNTgwNjllMzIw/YmU4MTk5ZjIyNzI0/MTczOS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}