Ultra High Net Worth Investor Issues


Ultra High Net Worth Investor Issues

This week we interview John Jennings, financial advisor to ultra high net worth investors. We discuss a myriad of topics related to issues that extreme wealth has with individuals and families. We also discuss mental models, ikigai, and wealth preservation secrets.

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Today's Guest:  John Jennings

JOHN M. JENNINGS is president and chief strategist of St. Louis Trust & Family Office, a $15 billion wealth management firm. As an author and speaker, he is a leading voice in the space of wealth management and leadership. His book, THE UNCERTAINTY SOLUTION, is an engaging dive into investing philosophy and best practices as well as an authoritative, accessible guide for anyone who feels inundated with financial news and data. “A must-have addition to anyone’s reading list,” says Charles R. Schwab. Jennings is also the author of the highly acclaimed IFOD blog, is an adjunct professor at Washington University’s Olin Business School, and frequently writes on wealth management topics for Forbes. He has finance and law degrees from the University of Missouri and a professional certificate in Decision Making and Behavioral Finance from Harvard. Learn more at JohnMJennings.com.

John's Online Presence:

Today's Panelists

Barbara Friedberg | Barbara Friedberg Personal Finance
Phil Weiss | Apprise Wealth

Kirk Chisholm  | Innovative Advisory Group

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