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Connecting With Ultra-HNW Heirs By Fostering Family Trust

CFO News Room

Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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Transcript: Marta Norton

Barry Ritholtz

I think it was just a bit of poor planning more than anything else. So I leave the Bureau of Labor Statistics and I move into economic consulting. And this is distinct from management consulting, which I think a lot of people are pretty familiar with. And like all things, it took longer, was more complex. NORTON: No.

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Transcript: Tom Hancock, GMO

Barry Ritholtz

Its index and its benchmark. What, what was the career plan? I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. a year, way over both. It’s in the top 1% of its peers. Taken, gonna read 10 Ks.