“Ultra-high net worth families… have nearly 46% of their assets in alternative investments… more than half, 52%, was invested in private equity.”
♫
Said on Tony Robbins Podcast Daily
“We had to build it... we were investing because you couldn't really onboard those families that have a complex set of needs until you had a broader set of capabilities”
TBPN · Le Chonk, Buffett Discovers YouTube, The Case Against AI Job Doom | Greg Fleming, TJ Parker, Joowon Kim, Rick Dungey, Dylan Field, Hardik Kabaria
Play from 57:32
57:32
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What was described
Invested heavily in building a broad set of capabilities (tax, generational, financial education, boutique investment bank) before onboarding high-net-worth families
Said nearby on the same subject
“We like to help families build these tax diversification strategies where you have some money taxable, some tax deferred, and obviously tax-free.”
♫
Said on Retire Right Radio
“…on a monthly basis together, they might go through their spending or their investment accounts…two people…looking at the credit card statement…bank statement…investment accounts…”
MP
Mike Piper
The Long View ·
“We call it… stay invested, stay diversified, stay disciplined… we set up the rules now before we get into the action on the market.”
OA
Omar Aguilar
Masters in Business ·
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