Sudden wealth…..Managing the transition.
Connect Your Wealth
Sudden wealth doesn't have to be overwhelming or unjustly taken by improper planning. Our team of subject matter experts offered through the private bank experience can help you assess if the current strategies you have in place address the life you expect for yourself and the next generation. Victor Sobers SE-AWMA™ Senior Vice President-Investments Financial Advisor Wells Fargo Advisors 100 Crescent Court Suite 1400 Dallas TX 75201 Ofc:469-718-7157 Check out our website: www.mmswmg.com
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Connect Your Wealth Trailer
Connect Your Wealth
Welcome to the Connect Your Wealth Podcast, 10 Million Net Worth & Beyond, The Family Office Experience. I’m Victor Sobers with Wells Fargo Advisors and I look forward to sharing my insights on how wealthy individuals and families can prepare for all types of economic environments and how we strive to maximize their opportunities while minimizing their exposure to everyday life risks. Wealth doesn’t happen by chance and generational wealth is something that is intentional and requires a certain level of strategic actions and execution on a just in time mindset. In this...
info_outlineWelcome to the Connect Your Wealth Podcast, 10 Million Net Worth & Beyond, The Family Office Experience. I’m Victor Sobers with Wells Fargo Advisors and I look forward to sharing my insights on how wealthy individuals and families can prepare for all types of economic environments and how we strive to maximize their opportunities while minimizing their exposure to everyday life risks. Wealth doesn’t happen by chance and generational wealth is something that is intentional and requires a certain level of strategic actions and execution on a just in time mindset. In this podcast I’ll cover high level strategic actionable ideas that can have a significant impact on ultra-high net worth individuals & wealthy families and also have deeper conversations with my strategic partners on how to implement these ideas.