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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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HR Q&A With Lisa Petrello and Stella Martins
Transitioning Between Clients or Principals Successfully
Common Mistakes to Avoid in an On-site Interview
Workshop - Developing Standards for an Estate Manager
Are Agencies Working for You? // Q&A with Paul Ryan
What is an Estate Manager?
Q & A / Table Chats - What Is an Estate Manager?

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