Introduction to wealth education
The International Family Offices Journal
Vol. 4 - Iss. 1 pp. 17–23
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.