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Posted about 5 years ago

Wealth Management Tips from Centimillionaire Family Office Advisor

https://youtu.be/Pf1gwL4fqJ0

Summary: Family offices are firms that serve the ultra-high net worth investors such as centimillionaires and billionaires. While many people would be over the moon after receiving a 1 million dollar check after hours of negotiations and meetings, those same individuals from family offices wouldn't even show up for such a low amount. In fact, a similar meeting for a family office would leave them in control of an additional 500 million in equity or more.

Richard Wilson gives his insight on how he assists these individuals manage their wealth.



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