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Detailed show summary available on the Episode Page
Interview Date: January 23, 2025
Moderator: Gemma Leddy – Partner, PKF O’Connor Davies Family OfficeGuests:
About the Moderator
Gemma Leddy is Partner in Charge at PKF O'Connor Davies Family Office. Gemma leads the award-winning Family Office practice, delivering financial management, tax, and advisory services to ultra-high-net-worth clients. With her experience as a CFO and CPA partner, she has supported family offices, investment firms, nonprofits, and other industries, including art and real estate.
Tamarind Learning provides a wealth education platform designed for affluent adult learners (18+), covering essential topics like financial literacy, investing, trusts, tax, estate planning, and stewardship to equip learners with the knowledge to manage wealth responsibly.
Foundation Source simplifies private foundation management with comprehensive support services, enhancing philanthropic impact for families, individuals, and advisors.
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