wealth diversification
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 9, 2023 by Gregg Lemkau · across every show →
Everything said about wealth diversification, oldest first
Jan 9, 2023 negative
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…”