Institutionalizing the Family Office to Achieve Intergenerational Sustainability With Marina Margarucci
Today, I have the pleasure of speaking with Marina Margarucci, Managing Director at CBIZ, a consulting, tax, and financial services firm. Marina is the national leader of the Private Client Services practice at CBIZ, and she played an instrumental role in the organization and institutionalization of the practice.
Marina's career has been concentrated on supporting robust, complex families heavily invested in the Alternative Investment space, which enables her to deliver essential insights when analyzing financial statements and investment portfolios. She specialized in building out and…
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