Wealth Diversification
topic on 1 show · 1 statements across 1 episodes
1 statements about Wealth Diversification, every show
Technology founders are personally underserved by financial advisors for wealth diversification
“I think these founders themselves have been underserved in terms of advice. Their companies have been well served, but I think the founders themselves know how to think about wealth diversification, and deployment of capital, and philanthropy, and all the issu…”