We’ve profiled three leading figures from the world of multi-family offices (MFOs), which help multiple families manage their wealth while providing an array of high-touch services, from family governance to foundation management and administrative support.
Timothy McBride, Bessemer Trust
Mr. McBride is the head of Bessemer Trust’s client and wealth advisory arms in New England and Upstate New York. He received his B.A. in Economics at Wesleyan University and earned both a J.D and an M.B.A at Suffolk University. Mr. McBride’s career has spanned the financial services industry with a focus on advising high net worth families on their investment and estate needs. Mr. McBride’s continued performance has resulted in recognition by Boston Magazine as a “Five Star Wealth Manager” in 2011. Mr. McBride works to remain active in his community and alma mater, as a member of the Boston Estate Planning Council and a Suffolk Law Mentor.
Daisy Medici, GenSpring Family Offices
Ms. Medici has been with GenSpring Family Offices since 2006 and currently serves as the firm’s Managing Director of Governance and Education. Ms. Medici has been selected as one of “The 50 Most Influential Women in Private Wealth” by Private Asset Management magazine for the last two years (2015, 2016). One of Ms. Medici’s main focus areas is the development of tools that will increase client families’ ability to maintain wealth across generations. Additionally, Ms. Medici looks to deepen the engagement of women with the firm’s practices, through ongoing programming and reoccurring Women’s Retreat. GenSpring has organized women’s retreats for twenty years, combining high-profile speakers such as Madeleine Albright and Cokie Roberts with working sessions on finances, inheritance issues, and family dynamics.
Patrick A. Fischoeder, Rockefeller & Co.
Mr. Fischoeder is the Vice President and Client Advisor for Rockefeller & Co’s Boston office. Mr. Fischoeder holds a B.A. from Connecticut College. Prior to joining Rockefeller & Co. in 2014, Mr. Fischoeder worked throughout the financial industry and eventually took a position as a Financial Advisor in Global Wealth Management at Morgan Stanley. His current focus areas at Rockefeller & Co. are high net worth individuals, families, endowments and foundations. In his spare time, Mr. Fischoeder serves on the Board of Overseers at the Epiphany School in Boston and on the Board of Directors of the Francis Ouimet Scholarship Fund.