How to Advise the Wealthiest Families in America with Onur Erzan
On this episode of Talking Wealth, Josh Brown sits down with Onur Erzan, President of AllianceBernstein, to discuss what it really takes to serve America's ultra-high-net-worth families.
They explore how wealth management changes at the $200 million level, why investment performance alone isn't enough, the growing importance of succession planning, governance, and multi-generational wealth transfer, how alternatives fit into ultra-wealthy portfolios, and why human advisors remain indispensable even as technology transforms the industry.
Plus, Onur shares his journey from two decades at McKinsey to leading one of the world's largest private wealth businesses, what keeps clients for over a decade, and where he sees the future of wealth management heading.
This episode is sponsored by F/m Investments. To learn more about SGVA, visit Fminvest.com/SGVA .
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