Ned Rollhaus
Partner at Matter Family Office who serves as a thought partner, coach, and facilitator for families at every stage of their wealth journey.
Best podcasts with Ned Rollhaus
Ranked by the Snipd community
Apr 24, 2024 • 42min
Finding an Advisor Who Will Help Your Family Thrive for Generations
Kathy Lintz and Ned Rollhaus discuss the importance of choosing the right advisor for family prosperity. Topics include aligning advisor services with family goals, navigating complex financial decisions, understanding family dynamics, choosing advisors based on needs and fee structures, guidelines for selecting wealth advisors, prioritizing family discussions, and ensuring advisor alignment with family requirements.
