Episode 94
Tom McCullough, Kathy Lintz and Ned Rollhaus

Finding an Advisor Who Will Help Your Family Thrive for Generations

In this episode, Kathy Lintz and Ned Rollhaus demonstrate the importance of selecting the right advisor to ensure a family's long-term prosperity. They highlight key considerations including firm culture, the quality of people, alignment of interests, scope of services, fee structure, and matching the family's profile with the advisor's expertise — all in a helpful checklist.