Aaron Hodari, Managing Director at Schechter, shares his expertise in wealth management with a focus on alternative investments. He highlights the importance of tax-aware strategies, especially for ultra-high-net-worth individuals, discussing techniques like direct indexing for tax efficiency. The conversation explores innovative financing in private credit, the significance of teaching financial responsibility to future generations, and the advantages of interval funds in managing market volatility. Aaron's seasoned insights reveal how to navigate economic uncertainties while growing wealth.
