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751b how do they do it? 👀 investing for the ultra-high net worth (with Scott Fletcher of Woodbury Private)

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Collaborative Wealth Management Strategies

This chapter focuses on the collaborative model of wealth management, highlighting the teamwork of various financial experts to meet complex client needs. It also explores strategic debt utilization among ultra-high net worth individuals, emphasizing the importance of tailored financial planning in addressing liquidity and investment goals.

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