Taking an Entrepreneurial Approach to Advising Family Offices and Foundations
June 25, 2019 | EP. 50 | Family Offices and Foundations, Investment Portfolio Analysis
Karen Wawrzaszek, Senior Director of Financial Planning at Sullivan, Bruyette, Speros & Blayney
Wawrzaszek discusses the firm’s entrepreneurial approach to strategic planning and investment advice across multiple generations of family wealth.