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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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How to Navigate Common Challenges of Working in the Private Sector
Emergency Response Planning
The Hierarchy of Estate Management
The First 90 Days
Tips To Train Your Billionaire - On Demand
The Great Debate: Hybrid Roles
Why Estate Managers Need Technology That’s Built for Them

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