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The founding partner of VISIS Private Wealth discusses what clients value most about his firm and describes its approach to portfolio construction and how it engages with the intergenerational wealth transfer. Host: Chris Freeman.
Learn more about your ad choices. Visit megaphone.fm/adchoices
By Barron'sThe founding partner of VISIS Private Wealth discusses what clients value most about his firm and describes its approach to portfolio construction and how it engages with the intergenerational wealth transfer. Host: Chris Freeman.
Learn more about your ad choices. Visit megaphone.fm/adchoices