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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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Why Estate Managers Need Technology That’s Built for Them
Creating an Estate Manual with Marta Perrone
How Do Estate Managers Connect?
The First 90 Days
Managing Mental Health: 3 Steps to Keep Your Sanity and Avoid Burnout
Ask an Expert: Jack Grayson on Creative Services and Branding for Private Estates
Cybersecurity for the UHNW: Protecting Private Estates and Personal Information

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