HIDDEN WEALTH The last article ended with a question I couldn’t shake. Who else is sitting at the table when serious wealth is being managed well? I knew the obvious answer by then. The wealth manager. But once I started paying attention to how major financial decisions actually get made, I realized the table can … Read more
HIDDEN WEALTH One thing this series keeps doing to me is exposing how many parts of the financial world I’ve heard of without ever really understanding. Family office was the first one. Wealth manager was the second. And if I’m being honest, I didn’t go into this one expecting much. I figured a wealth manager … Read more
Hidden Wealth One thing I’ve learned since launching Miami Deal Flow is that real estate is really just a giant networking business disguised as a real estate business. Every week, I’m researching new industries, reaching out to potential referral partners, learning about different professional groups, and trying to understand who actually influences major buying and … Read more