September 05, 2017
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.
Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.
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