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Curious how the uber-rich protect their wealth? If you knew the secrets of ultra-high-net-worth individuals (UHNWIs), could you leverage their money management approach to grow your wealth?
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Tim Volk, CFP, is the founder and principal of T. Volk & Company Consulting, a boutique financial advisory firm that serves ultra-high-net-worth families. He also hosts The Rainbow Bull Podcast. Tim shares the secrets of the uber-rich, describing what UHNWIs do to transfer and mitigate risk.
Topics Covered on money secrets of the uber-rich:
How wealth managers define ultra-high-net-worth individuals
What we can learn about the complexities of wealth from Crazy Rich Asians
The differences between families of UHNWI and the LGBTQ+ community
Why the queer community isn’t saving enough for retirement
How Tim helps the emerging affluent manage capital through a family office
How ultra-high-net-worth families transfer and mitigate risk
Why Tim suggests choosing a life insurance policy with long-term care benefits
How celebrities and the uber-rich aren’t immune to lifestyle creep
What we can do to avoid raising entitled kids at any socio-economic status
Tim’s future self-approach to thinking about money in the long term
The lasting impact of a financially empowered gay community
Tim’s advice on what you and I can do to become ultra-high-net-worth
Tim’s challenge to focus on spending to bring joy to yourself and others
How to deal with the dating dynamics of financial inequality
Why it’s crucial for the LGBTQ+ community to stick together
Sponsors
Capital One
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