September 5, 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.

CNBC

By Jessica Dickler

Featured Rorrie Gregorio, Family Office Leader

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. Family Wealth Services

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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Rorrie  Gregorio

Rorrie Gregorio

Family Office Leader

  • Tax & Business
  • New York, NY