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Ask an Expert // Talking Estate Finances with Sara Hobbs

In our latest Ask an Expert session, I had the chance to speak with Sara Hobbs of Forecastle Financial, a Personal CFO who works directly with high-net-worth households. We talked about what it means to be a Personal CFO and how Sara’s role includes much more than bookkeeping

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The Great Debate: Hybrid Roles
Workshop - Developing Standards for an Estate Manager
What is an Estate Manager?
Tech Resources For Estate Managers
Backoffice Admin Outsourcing
Mentorship for Estate Managers
Ask an Expert - Wayne DeCoste on Residential Security

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