One mistake that can be so easy to make is to hyper-focus on just one aspect of our financial lives. In doing so, we can miss opportunities and take on unnecessary levels of risk.

In the most recent installment of Planning Wisdom of the Super Rich, Devang explores strategies to avoid that problem and address the full range of financial concerns, using wealth planning overall.

This episode is bound to leave you with some key takeaways!

Timecodes:

0:06 – Overview on today’s topic

1:13 – An overview on what wealth planning is

2:10 – A critical tool or technique that’s common across wealth planning

3:40 – Examining trusts as an example of a wealth planning strategy

5:05 – Another tool or strategy that can be used within wealth planning

7:16 – How wealth planning impacts the concerns of families in business together

9:32 – The seven ideals that a wealth manager should be bringing to the table for their clients

12:41 – How to get in touch with Devang and his team at Virtus Wealth Solutions

14:51 – Closing remarks

Connect with Devang Patel:

Virtus Wealth Solutions

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