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An easy way for advisors to save their clients money is rare, but they do come along now and again. In this episode of Weaver’s Beyond the Numbers, Marcie Finnigan, partner with Weaver’s Private Client Services, discusses family office insights with Ryan Harris, partner at Kirkland & Ellis LLP.
The COVID-19 pandemic has forced all sorts of businesses to get adaptable, and perhaps no one knows that better than the people running the financial side of things.