Episode 124 – NYC Pop-Up Podcast: The High Pressures of Managing High Incomes – With Vicki Greene

Vicki Greene is the Chief Investment Officer at G Squared Private Wealth. G Squared creates customized boutique private wealth and an experience that provides safe and steady investing through smart planning. 

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Vicki discuss the business of investment planning for the ultra high net worth and the pressures that follow.

They also discussed: 

• The most unique aspects of working with the ultra high net worth
• Why the choice of this more intensive business and market
• How to structure the workload and staff to be as efficient as possible
• How to approach building portfolios for the high net worth
• Tips for multi generational families and the importance of financial education for the younger members
• The conversations with clients about crypto
• The biggest challenges clients are facing right now 
• The position of being a CIO and its pressures
• The future of G Squared

Resources: 

G Squared Private Wealth

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