Planning Beyond the Spotlight: Rockefeller’s Approach for Athletes and Entertainers
Rockefeller Global Family Office is tailoring its wealth‑management platform to athletes and entertainers whose earnings peak early and evolve rapidly. James Beale explains that the firm goes beyond short‑term budgeting, offering a flexible strategy that spans earnings management, investment oversight, legacy planning, philanthropy, and post‑career ventures. By integrating these elements, Rockefeller aims to protect wealth, adapt to changing personal goals, and empower clients to make confident decisions now while preparing for life beyond the spotlight.
The Blueprint: Inside the Minds of Great American Innovators with Ed Murphy
The Blueprint episode spotlights Ed Murphy, president and CEO of Empower, a retirement‑services powerhouse serving 19.5 million Americans. Murphy traces his journey from a Boston College intern at Merrill Lynch to senior roles at Fidelity and ultimately to leading Empower through a...