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751b how do they do it? 👀 investing for the ultra-high net worth (with Scott Fletcher of Woodbury Private)
Dec 18, 2024
Scott Fletcher, Chief Investment Officer at Woodbury Private, specializes in advising ultra-high-net-worth clients. He reveals the intricacies of wealth management, from family offices to bespoke investment strategies. The conversation also touches on the importance of ESG considerations and emotional factors in decision-making. Scott discusses the collaborative approach among financial experts and highlights the evolving practices in philanthropy, including the rising engagement of younger generations and the complexities of digital assets like Bitcoin.
01:06:37
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Quick takeaways
- Scott Fletcher discusses the significance of personalized family wealth plans for ultra-high-net-worth clients, emphasizing the necessity of understanding their unique backgrounds and values.
- The podcast explores the distinct roles and functions of single versus multifamily offices, illustrating how they approach wealth management and governance for affluent families.
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Content Planning and Community Engagement
The episode highlights how the planning for future content is driven by community feedback, particularly through interactions in a Facebook group where listeners were invited to suggest topics. A prevalent request was to feature conversations with everyday individuals, specifically those who manage significant wealth. This engagement reflects a desire to humanize financial discussions by showcasing the personal stories of people with substantial financial backgrounds. Moving forward, the podcast aims to involve more listeners in sharing their own money management narratives.
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Discover
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