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Balancing Act: Risk and Return in a New Regime

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January 4, 2024
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How to Select a Financial Advisor

I often meet entrepreneurs who spend decades using a disciplined, process-oriented approach to building their businesses and, as a result, accumulate great wealth. However, it’s remarkable how many of them devote more time to planning their next vacation than to choosing a wealth manager to steward the proceeds from their life’s work after a transition event.

Creating a Legacy

Robert Balentine and Adrian Cronje talk about "First Generation Wealth" in Simply Buckhead Magazine