How did wealth management work in the past?

In this video, Kathryn McCarthy, advisor to families and family offices, provides historical context on how private wealth management worked 30 years ago. Much that is taken for granted today—integrated wealth management, tax-aware investing, family offices—came from the shift led by McCarthy and others decades ago.

Kathryn McCarthy
Advisor to families and family offices

From Founding Women of Family Wealth
Held at Columbia Business School on February 3, 2020

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