Servicing the Financial and Psychological Needs of Ultra-High Net Worth Investors Through a Multi-Family Office with David Dunn

Between Now and Success · Jul 1, 2019 · 1h 11m

Imagine for a moment if you could build a highly profitable practice that served a total of just 10 families and individuals. And through your personalized, indispensable service you could create clients for life, and perhaps even for a generation or two.

That's exactly what David Dunn is doing at Kingsbridge Wealth Management. David describes Kingsbridge as a family office featuring a "full stack financial infrastructure" that provides high-net-worth families and individuals with everything they need to manage their wealth. That means a thorough understanding of how each client thinks about…