751b how do they do it? 👀 investing for the ultra-high net worth (with Scott Fletcher of Woodbury Private)
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Navigating Wealth Management for the Ultra-Wealthy
This chapter explores the operations of multifamily offices managing substantial private wealth, emphasizing the significance of personal relationships and bespoke wealth strategies for ultra-high net worth clients. It highlights the complexities involved in investment management, particularly the need for specialized knowledge and collaboration among various financial professionals. Additionally, the discussion touches on the emotional and personal factors influencing investment decisions, including the increasing importance of ESG criteria in today's wealth management landscape.
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