How I Invest with David Weisburd
E150: Tax-Aware Investing: Insights for Family Offices and UHNW Individuals
Fri, 28 Mar 2025
Description
In this episode of How I Invest, Aaron Hodari, Managing Director at Schechter, delves into the world of wealth management and alternative investments. He shares how his firm navigates market uncertainties, crafts resilient portfolios, and uncovers unique opportunities for high-net-worth clients. Aaron's insights provide valuable lessons for investors seeking to optimize their financial strategies.
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