751b how do they do it? 👀 investing for the ultra-high net worth (with Scott Fletcher of Woodbury Private)
money money money · Glen James
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Show Notes
In today's episode, Glen sits down with Scott Fletcher, Chief Investment Officer at Woodbury Private, to uncover how advisers help the ultra-wealthy invest their money. They chat about family offices, investment strategies, philanthropy and the unique challenges of guiding high net worth clients. It's a behind-the-scenes look at how wealth changes the game and the advice that comes with it.
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