Legacy Listens episode #60
Is a Family Office Right for You?
The true measure of wealth isn’t just what you build—it’s what you sustain across generations. In this episode of Legacy Listens, hosts Rob Wermuth and Kevin Donohue sit down with Andrew Fay of 1712 Consulting to explore whether a family office is the right fit for managing your financial, human, and social capital.
With decades of experience—including time at Fidelity—Andrew breaks down the complexities of succession planning, family governance, and long-term wealth preservation. If you’re navigating a business transition or looking for a smarter way to manage generational wealth, this episode is packed with valuable insights.
Find us on Spotify and Apple Podcast. Subscribe to “Legacy Listens” today.
