• Advice Architects Ep. 14 - Holistic Wealth: Everything You Ever Wanted to Know about Tax But Were Afraid to Ask, with Rory Henry, Arrowroot Family Office

  • Nov 1 2023
  • Durée: 29 min
  • Podcast

Advice Architects Ep. 14 - Holistic Wealth: Everything You Ever Wanted to Know about Tax But Were Afraid to Ask, with Rory Henry, Arrowroot Family Office

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  • Résumé

  • Get ready for an enlightening conversation as we welcome Rory Henry, director at Arrowroot Family Office and co-host of the Wealth Management forward podcast. This episode takes a deep dive into Rory's journey from constructing tax technology to creating a program aimed at equipping CPAs and financial advisors with the tools to dispense holistic advice. He shares his insights on the importance of face-to-face interactions for comprehending client's intrinsic value and his excitement when he discovered the potential of estate planning technology.

     
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