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Working with Ultra-High-Net-Worth Families in a Multi-Family Office Structure with Pam Perskie

Steve Sanduski

Pam Perskie is the Founder and CEO of Seven Mile Advisory , a multi-family office that works with clients who have significant financial complexity, including business owners, private equity professionals, real estate investors and operators, professional athletes, and entertainers. “It starts with investments,” Pam says.

Clients 98
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How Wealthy People Invest Their Money for High Returns

WiserAdvisor

You may wonder how the rich keep their money and where they invest for high returns. While the lifestyles of the rich may appear out of reach for many, the strategies they employ to invest their money for high returns are often accessible to anyone willing to follow in their footsteps.

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Learn How to Invest Outside of the Stock Market

Fortune Financial

Due to this, inflation has become part of daily conversations causing investors to consider alternative investments outside of the stock market. in September, making the year-over-year increase 4.6%,” said David Freisner, Wealth Management Advisor at Fortune Financial Advisors. What is Alternative Investing?

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Transcript: Marcus Shaw

The Big Picture

Venture capital, private equity, just were not recruiting for those spaces. And so they stood up a firm called AltFinance, whose main purpose was to help alternative asset managers tap into that rich pool of potential hires. It’s Howard Marks of Oaktree Capital. It’s Tony Ressler of Ares, Marc Rowan of Apollo Global.

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How to Invest $1 Million Dollars in Today’s Market (Without Blowing It)

Good Financial Cents

I once had a client ask me, “Jeff, if you had a million dollars, how would you invest it?”. The reality is, there are a ton of different strategies I would personally use to invest $1 million dollars, and to help this seed money grow into even more cash over time. Steps to Invest a Million Dollars. Ads by Money.

Investing 109
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What’s in it for Clients? 7 Ways They Can Benefit from an Advisor’s Transition

Diamond Consultants

But ultimately, most will share that the quest to deliver more – and better – service for clients drove them to make the leap. For others, it’s a “pull” or desire to do more for clients by becoming a true fiduciary—and enhancing service, support, technology, and communications in the process. More support.

Clients 52
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The Mysteries of UBS: Deciphering What Drives its Wins and Losses

Diamond Consultants

On the one hand, as the largest global wealth manager, the firm boasts an internationally renowned brand, a sophisticated investment, trust, and lending platform, and a more boutique feel than its direct competitors. On the other hand, the firm is experiencing significant advisor attrition.