Three Questions for Clients Who Want to Manage Their Own Wealth

Maybe they can. But should they?

By Anthony Glomski
Your $5 Million High-Net-Worth Practice

I have told you that your business owner clients will face new challenges, new transitions and new opportunities as they navigate their way through a liquidity event and emerge on the other side. I also have emphasized that you must do everything in your power to help them preserve, protect and maintain the wealth that they have worked so hard to build.

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Nassim Taleb, author of the bestselling book “The Black Swan: The Impact of the Highly Improbable,” argues that we can not only learn to navigate these frightening and overwhelming events, but learn to become stronger as a result of them and to take advantage of the opportunities they provide.