Thanks to Holly Isdale of Wealthaven and Lanie Jordan for this timely podcast on cyber safe families.
About the contributors
Holly Isdale is a tax attorney by training and has spent the last two decades advising wealthy families on estate, financial and investment matters. Holly founded Wealthaven in 2010 to serve as an outsourced, full service, family office for some families and handle strategic projects as needed for other clients. A member of the FFI board, she holds the FFI Advanced Certificate in Family Business Advising. Holly can be reached at email@example.com.
Yours in Practice,