Posts Tagged ‘distribution’

Ultra High Net Whims

Tuesday, January 22nd, 2019

I receive a call a week from someone working on a deal with a wealthy individual or single family office that starts with “on a whim, they’ve turned 180 degrees on my advice”. Quit whining to others. The whole point of their wealth is that they have absolute independence and freedom to make the choices that they see fit, at any moment in time. If that is where you seek to invest your time and to mitigate your risk, at every step until the cash is in the bank, I’d suggest from first-hand experience that you need plans B, C and D. Not out of disloyalty but absolute common sense.