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151: The Secret Strategies of the Ultra Wealthy with Greg Smith
With a career spanning over five decades, my guest today, Greg Smith, is a master in asset management and strategic planning for ultra-high-net-worth families. His portfolio ranges from M&A in commercial banking to fiduciary responsibilities in tightly regulated sectors like aviation, chemicals, and real estate investment.
In our discussion, we explore a wide range of topics - from optimizing debt-to-equity ratios to the nuances of investing leverage and due diligence, from both the buyer's and seller's perspectives.
Whether you’re on the buying or selling side of a transaction, seeking to…
The skinny
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