What Is Wealth Management
The very term "wealth management" is opaque at best. In this podcast I seek to uncover the key areas of this fascinating and growing industry, and share insights how the practitioners within the industry are working to solve very complex issues around money. Whether it is helping with taxes, preparing an estate plan, or simply building an investment portfolio that generates returns, I speak with some of the smartest minds in the industry to help define how it is that they are helping clients.
Episodes
đź“Ś Episode Summary:
In this episode of What Is Wealth Management, we’re tackling one of the most overused—and misunderstood—words in finance: fiduciary. You’ve seen it plastered across websites and pitch decks, often delivered with dramatic weight, as if simply saying the word should make you trust someone.
But here’s the truth: most investors have no idea what it actually means.
We break it down simply. A fiduciary is someone le...
In this episode of What is Wealth Management, we demystify the concept of the multi-family office (MFO) — a term often tossed around in wealth circles but rarely understood by the general public. As wealth grows, so does complexity. That’s where the MFO steps in, providing ultra-high-net-worth families with an integrated solution to managing investments, taxes, estate planning, and even family governance.
We break down how MFOs diff...
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