September 05, 2017
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.
By Jessica Dickler
Featured: Rorrie Gregorio, Family Office Leader
Excerpt:
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.
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