The truth about managing the financial affairs of the ultra-high-net-worth

Name: The truth about managing the financial affairs of the ultra-high-net-worth
Uploaded: 2024-08-21T11:45:56Z
Description: Jack Petersen, managing partner at Summit Trail Advisors, sits down with InvestmentNews anchor Gregg Greenberg to discuss how financial advisors navigate the estate planning challenges of ultra-high-net-worth individuals, as well as family offices.

Jack Petersen, managing partner at Summit Trail Advisors, sits down with InvestmentNews anchor Gregg Greenberg to discuss how financial advisors navigate the estate planning challenges of ultra-high-net-worth individuals, as well as family offices.