Building Wealth with Unique Assets: Insights on Ultra-High-Net-Worth Asset Management

Join hosts Trent Berry and Jasmin as they dive into the fascinating world of unique assets in this episode of Building Wealth with Unique Assets: Insights on Ultra-High-Net-Worth Asset Management. Featuring Taylor Franklin, Oil and Gas Portfolio Manager, and Sam Katigan, VP of Unique Assets at SS&C Innovest, the discussion uncovers the untapped potential of real estate, oil and gas interests, notes, mortgages, and collectibles.

Learn why these assets are pivotal in the $84 trillion Great Wealth Transfer and how wealth managers can harness their value. Don't miss this insightful conversation tailored for professionals navigating high-net-worth portfolios.