11min chapter

Capital Allocators – Inside the Institutional Investment Industry cover image

Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Personalized Wealth Management Strategies

This chapter focuses on the engagement process with new clients in wealth management following major financial events. It highlights the importance of understanding individual family dynamics and long-term objectives, emphasizing a personalized approach that transcends traditional methods. Furthermore, it discusses the intricacies of investment strategy, portfolio construction, and the collaborative efforts necessary to align client needs with market opportunities.

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