Secrets to Sustaining Wealth Across Generations with Nimish Shah
Paisa Vaisa with Anupam Gupta
00:00
Navigating Family Office Engagement and Investment Strategies
The chapter explores the engagement process with family offices, detailing interactions with families at various wealth generation stages. It discusses the involvement of family members in financial decisions and outlines the challenges of portfolio diversification. The conversation also delves into investment strategies, including higher risk opportunities for successful business families and the complexities of asset allocation for wealthy individuals.
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