Mahon, Joseph
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(Article) Introduction to wealth education
01.09.2019
We are pleased to include an initial look at some family-tailored programmes offered by Elizabeth Anderson and Joseph Mahon, a husband-and-wife team based in New York. Libby is the founder of Beekman Wealth and has extensive investment experience. Joe is a trusts and estates lawyer. They realised how much families would appreciate being able to learn about all of these related issues. So they created a number of modules, which they explain, including their approach to pricing.