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Video: Portfolio Construction for Private Families

Heather Jablow

Portfolio management for families of significant wealth is distinctly different than for institutions, or those with traditional wealth management needs. For these families, the wealth typically exists in a much more complex ecosystem—among real estate investments, operating companies, or multiple generations, by way of example. These factors should have a meaningful impact on investment strategy, yet critical inputs are often not fully considered, resulting in a portfolio that isn’t doing its best for the people it’s intended to serve.

Watch our video with Heather Jablow, Co-head of the Private Client Practice North America, to learn more.