May 29, 2019
Though it may not be – nor should it be – the first question families ask, is often one of the most important ones when it comes to the management of their financial assets: What should my asset allocation be? When it comes to wealthy families, we can think of no better person to answer that question than Jean Brunel, the managing principal of Brunel Associates. In this wide ranging conversation, Tom McCullough talks with Jean on the goals based approach to investing and asset allocation, and his decades of work with ultra high net worth families.