'He treated investing like a non-negotiable expense' - financial experts share the lessons they have learned from their wealthiest clients
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'He treated investing like a non-negotiable expense' - financial experts share the lessons they have learned from their wealthiest clients
"Wealthy people tend to think differently about money. Here, the financial experts who give them advice explain what sets them apart"
"To be the best, you need to learn from the best. It's a life lesson many people live by. Money should be no different and who better to give advice than those who have already made their fortune."
"We asked some financial advisers what they have learned from their wealthiest clients when it comes to managing and making money."
Wealthy individuals adopt long-term perspectives and prioritize capital preservation alongside growth. They view money as a tool for opportunity, focusing on cash flow, scalable assets, and business ownership rather than short-term consumption. Risk is managed through diversification, disciplined allocation, and professional advice on tax, estate, and legal structures. Wealthy people delegate to trusted experts, maintain patience during market volatility, and reinvest earnings to compound returns. They also invest in financial education, cultivate networks to source opportunities, and emphasize planning and relationships to sustain wealth across generations.
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