Foundrs: Wealth Management 101 by Evelyn Partners
Автор: Foundrs
Загружено: 2023-01-19
Просмотров: 665
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How are you managing your current and future wealth?
A Foundrs session hosted by our very own expert sponsors, Evelyn Partners, on the high level of managing your wealth. Although we're all rich in compassionate connections, managing our financial wealth can often be illusive so this session took the cover off building sustainable, long-lasting wealth.
Our hosts, Nick Travis and Luke Brooks, have been jointly advising entrepreneurs for over 10 years at Evelyn Partners (previously Smith & Williamson). They shared some of the common techniques adopted by Founders as they scale an ultimately sell their businesses. The session covered:
Techniques commonly used by entrepreneurs
Investment structures for founders
Building a portfolio, asset allocation, risk reduction
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