
Episode 153
Investing in a Family Office with Richard Wilson – MTI153
Money Tree Investing · Linda P. Jones, Miranda Marquit, Doug Goldstein, Joe Saul-Sehy, Richard WIlson
August 25, 201748m 49s
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Show Notes
Richard C. Wilson is CEO of Family Club Office Association and Chairman of Wilson Holding Company. Family offices are private wealth management advisory firms that serve ultra-high-net-worth investors. They are different from traditional wealth management shops in that they offer
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