Beyond Wealth

"Balancing the complexities of family office management with personal well-being requires a strategic approach and strong support systems."


Rebecca 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.


In 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. 

Key Moments

05:25 Lessons from Building an Office
08:34 Family Office Service Gaps
15:44 Strong Financial Foundations
23:54 Three Phases of Client Integration
26:20 Proactive Planning Essentials


Connect with Rebecca Cowley
LinkedIn: https://www.linkedin.com/in/rebeccamaguire 
Website: https://andersen.com/


What is Beyond Wealth?

Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come?

Welcome to Beyond Wealth: Innovating for Life Elevation.

Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and expert insights on topics like asset management, tax planning, family governance, and innovative philanthropy.

Jonathan Fishbeck, Founder and CEO of EstateSpace, leads our journey. With over 20 years of entrepreneurial experience and a commitment to innovation, Jonathan also dedicates his efforts to philanthropy, serving on multiple boards and driving meaningful change.

And now, Beyond Wealth.

EstateSpace: https://estatespace.com/
Podcast Produced by Old Soul: aoldsoul.com