Matt Farrell on 10X Capital Podcast: Insights into Ultra-High-Net-Worth Investing

August 20, 2024

In a recent episode of the 10X Capital Podcast, Matt Farrell, Senior Investment Manager at WE Family Offices, shared valuable insights on investing strategies for families with $50M-$1B+ in assets. Farrell highlighted WE Family Offices’ comprehensive approach, stating, “We position ourselves as a family office company, so we do everything from taxes, structuring governance and also investment advisory.” He emphasized their commitment to “sit on the same side of the table as the client,” underscoring the importance of customized portfolios and client education.

The discussion with host David Weisburd covered crucial aspects of wealth management, including balancing risk tolerance and liquidity needs, identifying alpha opportunities in today’s market and the characteristics that make an ideal private fund manager. Farrell’s experience provides listeners with a deeper understanding of how top-tier wealth is managed and invested.

Click here to listen to the episode.

 

Important Disclosure:

This communication contains the current, good faith opinions of the authors but not necessarily those of WE Family Offices, LLC. This communication is meant for informational purposes only and should not be considered as investment advice, an offer of any security or service for sale or a recommendation of any type and does not constitute the provision of investment, legal or tax advice to any person. This communication may contain forward-looking statements that are based upon a number of assumptions concerning future conditions that ultimately may prove to be inaccurate. Opinions are at a point of time and may change due to future events. 

WE Family Offices LLC is a registered investment adviser with the U.S Securities and Exchange Commission (“SEC”). Because WE Family Offices LLC is a registered investment adviser with the SEC, it must file a Form-ADV registration document including a Form ADV Part 2A brochure with the SEC that is publicly available information on the SEC’s IAPD website. Any information provided in this communication that is inaccurate or inconsistent with the disclosures on the Form ADV, the Form ADV disclosures take precedent and should be relied upon only. Registration with the SEC does not imply and level of skill or training.