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CNBC

CNBC spoke with Rorrie Gregorio, partner-in-charge of the Marcum Family Office practice, for an article about the financial challenges faced by “suddenly single” women recently divorced or widowed.

Featured: Rorrie Gregorio, Family Office Leader

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To help female clients successfully take control of their finances, Gregorio compiles a "lifebook," which includes a balance sheet, investment summary and will, as well as a list of contacts, including lawyers, bankers and accountants. "I believe everyone should have a lifebook," she said.

Click here to read a PDF version of the article >>

 
Featured
Rorrie  Gregorio

Family Office Leader
Tax & Business
New York, NY
 




 
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