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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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CHAPTER

Philanthropy and Wealth Management Insights

This chapter explores the philanthropic habits of ultra-high net worth individuals, highlighting the shift from strategic to scattergun giving. It addresses the engagement of younger generations in wealth discussions and investment strategies, emphasizing the significance of incorporating their values. Additionally, the chapter discusses the complexities surrounding digital assets like Bitcoin and the role of advisors in navigating these emerging investment landscapes.

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