- (00:00) - Intro
- (02:43) - What is High Net Worth?
- (12:38) - IPOs and Liquidity Windows
- (23:33) - High Net Worth Strategies
- (33:41) - Charitable/Estate Planning
- (39:34) - Wrapping Up
No, seriously; sometimes, more money really does mean more problems.
Managing Partners Ayal Shmilovich and Hatem Dhiab are back behind the desk to break down Gerber Kawasaki’s High Net Worth program. With the help of Managing Partner Matthew Iantosca, they walk through the resources at GK that make their work possible, the controversial tax planning strategy that has sent custodians into a frenzy, and Ayal’s sultry love affair with his AI agent, Claude.
#FutureMoney #Podcast #GerberKawasaki #LongShort #DirectIndex #NetWorth #AI #StockMarket #Investing #Finance
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.
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