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Navigating Life's Big Events
Manage episode 405306284 series 3314916
Контент предоставлен BNY Wealth. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией BNY Wealth или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
When it comes to navigating major life events, proactive wealth management is essential for individuals and their families. On this episode of Your Active Wealth, BNY Wealth’s Jessica Brennan, director and senior wealth manager, and Lesley Holland, senior director and portfolio manager, share how they guide clients through major life events, such as receiving an inheritance or selling a business, as well as what attracted them to the industry. Part of the discussion also entails how they’re positioning their practices for the great wealth transfer, which by 2030, is expected to see American women control a dominant share of the $30 trillion in investible assets possessed by baby boomers.
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20 эпизодов
Поделиться
Manage episode 405306284 series 3314916
Контент предоставлен BNY Wealth. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией BNY Wealth или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
When it comes to navigating major life events, proactive wealth management is essential for individuals and their families. On this episode of Your Active Wealth, BNY Wealth’s Jessica Brennan, director and senior wealth manager, and Lesley Holland, senior director and portfolio manager, share how they guide clients through major life events, such as receiving an inheritance or selling a business, as well as what attracted them to the industry. Part of the discussion also entails how they’re positioning their practices for the great wealth transfer, which by 2030, is expected to see American women control a dominant share of the $30 trillion in investible assets possessed by baby boomers.
For additional insights on the subjects that matter most to you, visit bny.com/wealth.
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Player FM - приложение для подкастов
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