• 27: Navigating the Complexities of Global Family Wealth with Mike Moodie

  • 2024/11/27
  • 再生時間： 50 分
  • ポッドキャスト

27: Navigating the Complexities of Global Family Wealth with Mike Moodie

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  • In this episode of Beyond the Bank, Sandra Henderson welcomes Mike Moodie, Head and Senior Partner at Stonehage Fleming, a leading global family office. Mike shares insights from his remarkable 40-year journey in wealth management across five countries, delving into the complexities of advising families with cross-border wealth and multi-jurisdictional ties. From his early days in Canada to leading international wealth businesses in the Caribbean, U.S., and U.K., Mike discusses the challenges and opportunities of global mobility for families, the importance of assembling trusted advisory teams, and his philosophy on balancing professional ambitions with personal life. A must-listen for those interested in the evolving landscape of global family wealth.
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あらすじ・解説

In this episode of Beyond the Bank, Sandra Henderson welcomes Mike Moodie, Head and Senior Partner at Stonehage Fleming, a leading global family office. Mike shares insights from his remarkable 40-year journey in wealth management across five countries, delving into the complexities of advising families with cross-border wealth and multi-jurisdictional ties. From his early days in Canada to leading international wealth businesses in the Caribbean, U.S., and U.K., Mike discusses the challenges and opportunities of global mobility for families, the importance of assembling trusted advisory teams, and his philosophy on balancing professional ambitions with personal life. A must-listen for those interested in the evolving landscape of global family wealth.
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