EPISODE · Aug 27, 2023 · 44 MIN
成为私人银行家-郭建伟
from 创客帖
郭建伟，招商银行总行私人银行部，资深投资顾问、副总裁。 聊聊高净值人群的财富管理和对财富管理的观念变化。节目看点：06：31 何为「超高净值人士」？「可投资资产」又是怎样的概念？15：59 凯特林家族富过五代：纪律和运气的重要性23：58 家族宪章：财富传承的工具与技巧30：28 平衡企业和家庭财富 是企业家的责任
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成为私人银行家-郭建伟
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