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Beyond The Bank
Andrew Auerbach and Jean Blacklock
38 episodes
7 months ago
Join hosts Andrew Auerbach and Jean Blacklock as they explore the future of Canadian wealth management.
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Investing
Business
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All content for Beyond The Bank is the property of Andrew Auerbach and Jean Blacklock and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Join hosts Andrew Auerbach and Jean Blacklock as they explore the future of Canadian wealth management.
Show more...
Investing
Business
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27: Navigating the Complexities of Global Family Wealth with Mike Moodie
Beyond The Bank
49 minutes
12 months ago
27: Navigating the Complexities of Global Family Wealth with Mike Moodie
In this episode of Beyond the Bank, Sandra Henderson welcomes Mike Moodie, Head of Canada 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.
Beyond The Bank
Join hosts Andrew Auerbach and Jean Blacklock as they explore the future of Canadian wealth management.