38 min listen
Investing in a Family Office with Richard Wilson – MTI153
Investing in a Family Office with Richard Wilson – MTI153
ratings:
Length:
49 minutes
Released:
Aug 25, 2017
Format:
Podcast episode
Description
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 Read more › The post Investing in a Family Office with Richard Wilson – MTI153 appeared first on Money Tree Investing Podcast.
Released:
Aug 25, 2017
Format:
Podcast episode
Titles in the series (100)
MTI008: Financial Planners and Mortgages for Millennials with Kate Holmes: This episode covers a wide range of important financial topics. Kate Holmes, the founder of Belmore Financial, comes on to the podcast to share her thoughts about the typical financial adviser and broker. She brings her over 9 years of Read more › by Money Tree Investing