Meet the Experts: Tom McCullough, Integrated Financial Management

Dennis Jaffe, PhD interviews Tom McCullough, The UHNW Institute champion overseeing the Integrated Financial Management domain, on issues around the financial, tax, investment and business competencies for handling wealth complexity. They focused on the foundational role of understanding and quantifying family financial goals, and the importance of building an integrated plan, across all of the key disciplines, to ensure those goals are met effectively and efficiently.

Click HERE to listen to their conversation.