-
What Is The Difference Between Private Banking And Wealth Management
Do you want to know what is the difference between private banking and wealth management? In this video, I'll teach you 3 things so you'll know whether you need both.
Watch And Enjoy!
Loral Langemeier
Key Moments In This Episode
========================
00:00 Intro & Summary
00:34 What Is Private Banking And Wealth Management
01:42 What Happens When You Put A Deposit In The Bank
03:17 Why Private Banking Works
06:18 Who You Need To Know To Make It Happen
06:43 How To Go About Wealth Management
08:07 How To Be Your Own Bank
What To Watch Next
========================
What Is The Difference Between Asset Management And Wealth Management
https://youtu.be/ckv0r9Pgtbc
Other Resources
========================
Learn more about me, CEO of Integrated Wealth Systems:
https://www.lorallangeme...
published: 28 Sep 2021
-
Private banking vs. wealth management: What's the difference?
Many people partner with a wealth manager as they seek to preserve and grow their wealth. But what do private banks, wealth managers and private wealth managers actually do? This video looks at the differences between them, who they serve as well as the minimum requirements for each.
To find out more: https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFJ6Tm1qR2V1NXNKZ3pkYW9PWXBOeG9PM3JZZ3xBQ3Jtc0tuaWRzVHcyNjdHbUZCZDlCUkJ5RTQwaXI1WW1pZVNaYWZGZVlVRnR5Z1RiTGZoTktBVGUxczludXNKQnU4TUxPNUJRQjFTVy03VWVVRERVS3QzZEl2d3VHWG9PLUpwamUxSWFwamNmNGVjRzNNamEzMA&q=https%3A%2F%2Fwww.privatebank.citibank.com%2Finsights%2Fprivate-banking-vs-wealth-management%3Futm_source%3Dyoutube%26utm_medium%3Dsocial_organic%26utm_campaign%3Dwealth-explainers&v=OI8WeHabKss
published: 03 May 2024
-
What Is Private Banking?
Private banking helps individuals who have a high income or net worth manage their personal, business and commercial financial portfolios. State Bank designates a private banker to help these individuals reach their goals with personalized services while building a long-term professional relationship.
Learn more about private banking in this video with State Bank Private Banker Jason May.
State Bank is your local partner for all your financial needs from checking accounts to mortgages, auto loans, business banking, and even estate planning. We operate through a total of 22 banking centers; 19 in nine Ohio counties and one center in Fort Wayne, Indiana, and 23 full-service ATMs. We have five loan production offices located throughout the Tri-State region of Ohio, Indiana and Michigan. Mem...
published: 10 Jun 2022
-
Private Banking vs Private Wealth Management
I'll help you 1-1 to secure a $100K+/year finance role using my "Proven KACE Framework" in just 6 months, guaranteed! Watch this to learn more: https://financefasttrack.co.uk/free-training Secure spring weeks, internships or full-time roles without needing prior finance experience, having perfect grades or attending a target school: https://www.skool.com/finance-fast-track-academy-3912/about Get all 9 of my Career Guides (plus my Goldman Sachs CV and Cover Letter) for £29.99 here: https://careerguides.io/plus
If you thought private banking and private wealth management were the same thing, you'd be forgiven. Most people think they are. However, in today's video I'll explain to you in simple terms the key differences between the two often sought after career paths and roles. Thanks for pas...
published: 10 May 2022
-
What Is Private Banking
Are you looking for financial service providers? Have you tried private banking? Watch this video and gain an understanding of what private banking is.
Got a question? Submit them and join me and my expert guests for weekly Q&As:
http://askloral.com/
Watch And Enjoy!
Loral Langemeier
Key Moments In This Episode
========================
00:00 Intro & Summary
00:48 What Is Private Banking
01:47 How To Qualify In Private Banking
02:29 Why Private Banking Is Critical And Why It Is Offered
03:03 How Do Banks Make Money
04:05 How Can You Negotiate With A Bank
05:07 How The Financial System Helps You Qualify
05:39 How Can You Make Banks Find You
06:32 How To Holistically Do Private Banking
07:30 What Is A Probate
08:34 What Is A Will And A Trust
09:06 How To Pass On Generational Wealth
0...
published: 17 Jun 2022
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The 7 Pillars of Private Banking Strategies
Learn how you can get started on your way to Financial Freedom with Private Banking Strategies.
It’s time now for you to TAKE ACTION and find out how this private banking strategy can actually work in your life. We will produce an 8-year analysis. With this detailed analysis you can see your own financial results for practicing Private Banking Strategies. You will see your own particular financial numbers; your growth potential; and an 8-year snapshot of where you will stand with your own assets and debt using Private Banking Strategies.
You may be completely over your head in debt or you may own 50 investment properties. Private Banking Strategies will work for anyone and everyone that uses money – to grow wealth faster and create a legacy wealth for future generations.
📚 Elevate your ...
published: 18 Oct 2021
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What is a family office and why might you consider one?
What is a family office? And why might an ultra high net worth family consider one? This video, brought to you by Citi Private Bank, helps answer some of the most frequently asked questions about family offices. To find out more: https://www.privatebank.citibank.com/we-offer/family-office-advisory?utm_source=youtube&utm_medium=social_organic&utm_campaign=wealth-explainers
published: 13 Jun 2024
-
Day in the Life of a Private Client Advisor | Wealth Management | J.P. Morgan
As a Private Client Advisor at J.P. Morgan Wealth Management, Radhames Pineda works with clients to help them achieve their long and short-term goals.
SUBSCRIBE: http://jpm.com/x/i/NFPWfK0
About J.P. Morgan:
J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients' interests first.
Connect with J.P. Morgan Online:
Visit the J.P. Morgan Website: https://www.jpmorgan.com/
Follow @jpmorgan on Twitter: https://twitter.com/jpmorgan
Visit our J.P. Morgan Facebook page: http://facebook.com/jpmorgan
Follow J.P....
published: 20 Aug 2021
-
[TOP STORY] Talking alternative investments: private credit, private equity
‘On the client side of Westbrooke's business what we've seen this year is significant demand and capital flows for our alternative investment mandates and strategies’: Dino Zuccollo, Head of Investor Solutions and Director.
published: 17 Dec 2024
-
Difference Between JP Morgan Private Bank vs JP Morgan Chase
Sponsor: http://www.FlightsLux.com and http://www.TheTravelersAgency.com
Follow Me On Instagram and Social Media: https://lnk.bio/simonkatz
. What is the best bank for investors? There are so many choices for private banking including Charles Schwab, JP Morgan Bank, Chase Private Bank, Morgan Stanley, and others.
In this video, we are going to review the JP Morgan Private Bank and JP Morgan Chase Bank where I had some experiences banking with and having the JP Morgan Reserve Palladium Card which is also dubbed as the $10 Million Dollar Credit Card.
COMMENT BELOW AND SHARE YOUR THOUGHTS - ALL OPINIONS WELCOME!
---------------------------
Check out my other car videos:
Real Estate Videos: https://youtube.com/playlist?list=PLgs10mtmyfsQhV8EInjc9hSM0yMA5vjZX
Credit Card Videos: https://you...
published: 19 Jan 2023
-
The Best Private Banks for Wealthy People
https://www.nomadcapitalist.com/
What are the best private banks for wealthy people and which ones should you avoid?
When choosing a bank, most people tend to go for the brand rather than the actual service. I've seen this happen many times in the last decade, where people go for the big banks in the US or Switzerland before doing any real research.
I'm not saying that these banks are necessarily bad but they`re just not for everyone, especially if you are a high net worth global citizen, working with old school and established banks will most definitely cause you a lot of headaches down the road because they are just not set up to serve your international needs.
What you should do instead is focus on more specialized private banks that already have systems in place for serving an inte...
published: 08 Oct 2019
-
The TRUTH about Private Banking in 2024 - Pros and Cons
Curious about private banking? In this video, we'll uncover the truth about private banking in 2024, discussing the pros and cons of this financial service.
Is Moving Money to a Private Bank Worth It? 4 advantages and 4 disadvantages
Tommy Cloud, president of Third Act Retirement Planning and a certified financial planner, discusses the pros and cons of transferring $650,000 to a private banking institution. Key points include personalized service, a wide range of services, exclusive investment opportunities, and convenience as advantages; while high fees, minimum balance requirements, conflicts of interest, and less control over investments are highlighted as disadvantages. Popular private banks and their general fee structures are also examined.
00:00 Introduction to Private Banking
0...
published: 27 Aug 2024
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The Private Banking Estopple | Every Tax Is Refundable
Email: [email protected].
1041X: https://www.irs.gov/pub/irs-pdf/f1041.pdf
Order your 1099A , 1099 C, 1096, OID: https://www.irs.gov/businesses/online-ordering-for-information-returns-and-employer-returns
Individual Banker (Private Bank Estate & Trust): https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online
Estate EIN: https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online
Individual Banker - https://youtu.be/GlGHM3szTgQ
Draw - https://youtu.be/1T3diUtV9Y0
UNITED STATES FIDELITY & GUARANTY COMPANY:
https://insurance.mo.gov/CompanyAgentSearch/CompanySearch/compSearchDetails.php?id=126294&t=CC&n=UNITED%20STATES%20FIDELITY%20&%20GUARANTY%20COMPANY
United States F...
published: 17 Jul 2022
10:35
What Is The Difference Between Private Banking And Wealth Management
Do you want to know what is the difference between private banking and wealth management? In this video, I'll teach you 3 things so you'll know whether you need...
Do you want to know what is the difference between private banking and wealth management? In this video, I'll teach you 3 things so you'll know whether you need both.
Watch And Enjoy!
Loral Langemeier
Key Moments In This Episode
========================
00:00 Intro & Summary
00:34 What Is Private Banking And Wealth Management
01:42 What Happens When You Put A Deposit In The Bank
03:17 Why Private Banking Works
06:18 Who You Need To Know To Make It Happen
06:43 How To Go About Wealth Management
08:07 How To Be Your Own Bank
What To Watch Next
========================
What Is The Difference Between Asset Management And Wealth Management
https://youtu.be/ckv0r9Pgtbc
Other Resources
========================
Learn more about me, CEO of Integrated Wealth Systems:
https://www.lorallangemeier.com/
Learn more about Integrated Wealth Systems:
https://integratedwealthsystems.com/
Stay up to date with me on the 360 App:
https://loral360.com/
Listen to the Real Money Talks Podcast:
http://realmoneytalkspodcast.com/
Got a question? Submit them and join me and my expert guests for weekly Q&As:
http://askloral.com/
Subscribe with one click to my YouTube channel:
https://www.youtube.com/user/lorallive?sub_confirmation=1
Building wealth isn’t hard! Book a strategy call with me for a customized session designed to get you on the path to financial freedom:
https://integratedwealthsystems.com/strategy-session
Join my club and get a FREE 1-on-1 strategy session & attend my Millionaire Maker Meetup & Marketplace:
https://loral.club
Let me show you how to customize & supercharge your Wealth Cycles with time-tested wealth strategies that work!
https://integratedwealthsystems.com/wealth-organizer
About Loral Langemeier
========================
Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and Five Time New York Times best-selling author who is on a relentless mission to change the conversation about money and empower people around the world to become millionaires.
Loral’s straight talk electrifies audiences and inspires powerful action from live stages and television programs ranging from CNN, CNBC, The Street TV, Fox News Channel, Fox Business Channel-America’s Nightly Scoreboard, The Dr. Phil Show and The View. She is a regular guest-host on The Circle in Australia and has been featured in articles in USA Today, The Wall Street Journal, The New York Times, Forbes Magazine and was the breakout star in the film The Secret.
========================
Anything seen or heard here should not be viewed as an offer to buy or sell a security. Educational resources are provided for general information purposes only and should not be considered an individualized recommendation or advice. This is not an offering or the solicitation of an offer to purchase an interest in any investment vehicle. Any such offer or solicitation will only be made to qualified investors by means of an offering memorandum and only in those jurisdictions where permitted by law. The target returns set forth within all offerings may not be realized; actual results may differ materially from the stated goals. Prior to investing, investors must receive a prospectus, which contains important information regarding the investment objectives, risks, fees, and expenses of any funds and/or other investment opportunities. Past performance is no guarantee of future results. All investments involve risk, including the loss of principal invested.
#MoneyExpert
#MillionaireMaker
#WealthBuilder
https://wn.com/What_Is_The_Difference_Between_Private_Banking_And_Wealth_Management
Do you want to know what is the difference between private banking and wealth management? In this video, I'll teach you 3 things so you'll know whether you need both.
Watch And Enjoy!
Loral Langemeier
Key Moments In This Episode
========================
00:00 Intro & Summary
00:34 What Is Private Banking And Wealth Management
01:42 What Happens When You Put A Deposit In The Bank
03:17 Why Private Banking Works
06:18 Who You Need To Know To Make It Happen
06:43 How To Go About Wealth Management
08:07 How To Be Your Own Bank
What To Watch Next
========================
What Is The Difference Between Asset Management And Wealth Management
https://youtu.be/ckv0r9Pgtbc
Other Resources
========================
Learn more about me, CEO of Integrated Wealth Systems:
https://www.lorallangemeier.com/
Learn more about Integrated Wealth Systems:
https://integratedwealthsystems.com/
Stay up to date with me on the 360 App:
https://loral360.com/
Listen to the Real Money Talks Podcast:
http://realmoneytalkspodcast.com/
Got a question? Submit them and join me and my expert guests for weekly Q&As:
http://askloral.com/
Subscribe with one click to my YouTube channel:
https://www.youtube.com/user/lorallive?sub_confirmation=1
Building wealth isn’t hard! Book a strategy call with me for a customized session designed to get you on the path to financial freedom:
https://integratedwealthsystems.com/strategy-session
Join my club and get a FREE 1-on-1 strategy session & attend my Millionaire Maker Meetup & Marketplace:
https://loral.club
Let me show you how to customize & supercharge your Wealth Cycles with time-tested wealth strategies that work!
https://integratedwealthsystems.com/wealth-organizer
About Loral Langemeier
========================
Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and Five Time New York Times best-selling author who is on a relentless mission to change the conversation about money and empower people around the world to become millionaires.
Loral’s straight talk electrifies audiences and inspires powerful action from live stages and television programs ranging from CNN, CNBC, The Street TV, Fox News Channel, Fox Business Channel-America’s Nightly Scoreboard, The Dr. Phil Show and The View. She is a regular guest-host on The Circle in Australia and has been featured in articles in USA Today, The Wall Street Journal, The New York Times, Forbes Magazine and was the breakout star in the film The Secret.
========================
Anything seen or heard here should not be viewed as an offer to buy or sell a security. Educational resources are provided for general information purposes only and should not be considered an individualized recommendation or advice. This is not an offering or the solicitation of an offer to purchase an interest in any investment vehicle. Any such offer or solicitation will only be made to qualified investors by means of an offering memorandum and only in those jurisdictions where permitted by law. The target returns set forth within all offerings may not be realized; actual results may differ materially from the stated goals. Prior to investing, investors must receive a prospectus, which contains important information regarding the investment objectives, risks, fees, and expenses of any funds and/or other investment opportunities. Past performance is no guarantee of future results. All investments involve risk, including the loss of principal invested.
#MoneyExpert
#MillionaireMaker
#WealthBuilder
- published: 28 Sep 2021
- views: 57630
4:24
Private banking vs. wealth management: What's the difference?
Many people partner with a wealth manager as they seek to preserve and grow their wealth. But what do private banks, wealth managers and private wealth managers...
Many people partner with a wealth manager as they seek to preserve and grow their wealth. But what do private banks, wealth managers and private wealth managers actually do? This video looks at the differences between them, who they serve as well as the minimum requirements for each.
To find out more: https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFJ6Tm1qR2V1NXNKZ3pkYW9PWXBOeG9PM3JZZ3xBQ3Jtc0tuaWRzVHcyNjdHbUZCZDlCUkJ5RTQwaXI1WW1pZVNaYWZGZVlVRnR5Z1RiTGZoTktBVGUxczludXNKQnU4TUxPNUJRQjFTVy03VWVVRERVS3QzZEl2d3VHWG9PLUpwamUxSWFwamNmNGVjRzNNamEzMA&q=https%3A%2F%2Fwww.privatebank.citibank.com%2Finsights%2Fprivate-banking-vs-wealth-management%3Futm_source%3Dyoutube%26utm_medium%3Dsocial_organic%26utm_campaign%3Dwealth-explainers&v=OI8WeHabKss
https://wn.com/Private_Banking_Vs._Wealth_Management_What's_The_Difference
Many people partner with a wealth manager as they seek to preserve and grow their wealth. But what do private banks, wealth managers and private wealth managers actually do? This video looks at the differences between them, who they serve as well as the minimum requirements for each.
To find out more: https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFJ6Tm1qR2V1NXNKZ3pkYW9PWXBOeG9PM3JZZ3xBQ3Jtc0tuaWRzVHcyNjdHbUZCZDlCUkJ5RTQwaXI1WW1pZVNaYWZGZVlVRnR5Z1RiTGZoTktBVGUxczludXNKQnU4TUxPNUJRQjFTVy03VWVVRERVS3QzZEl2d3VHWG9PLUpwamUxSWFwamNmNGVjRzNNamEzMA&q=https%3A%2F%2Fwww.privatebank.citibank.com%2Finsights%2Fprivate-banking-vs-wealth-management%3Futm_source%3Dyoutube%26utm_medium%3Dsocial_organic%26utm_campaign%3Dwealth-explainers&v=OI8WeHabKss
- published: 03 May 2024
- views: 33154
1:45
What Is Private Banking?
Private banking helps individuals who have a high income or net worth manage their personal, business and commercial financial portfolios. State Bank designates...
Private banking helps individuals who have a high income or net worth manage their personal, business and commercial financial portfolios. State Bank designates a private banker to help these individuals reach their goals with personalized services while building a long-term professional relationship.
Learn more about private banking in this video with State Bank Private Banker Jason May.
State Bank is your local partner for all your financial needs from checking accounts to mortgages, auto loans, business banking, and even estate planning. We operate through a total of 22 banking centers; 19 in nine Ohio counties and one center in Fort Wayne, Indiana, and 23 full-service ATMs. We have five loan production offices located throughout the Tri-State region of Ohio, Indiana and Michigan. Member FDIC. Equal Housing Lender.
Visit State Bank online: https://www.yourstatebank.com
https://wn.com/What_Is_Private_Banking
Private banking helps individuals who have a high income or net worth manage their personal, business and commercial financial portfolios. State Bank designates a private banker to help these individuals reach their goals with personalized services while building a long-term professional relationship.
Learn more about private banking in this video with State Bank Private Banker Jason May.
State Bank is your local partner for all your financial needs from checking accounts to mortgages, auto loans, business banking, and even estate planning. We operate through a total of 22 banking centers; 19 in nine Ohio counties and one center in Fort Wayne, Indiana, and 23 full-service ATMs. We have five loan production offices located throughout the Tri-State region of Ohio, Indiana and Michigan. Member FDIC. Equal Housing Lender.
Visit State Bank online: https://www.yourstatebank.com
- published: 10 Jun 2022
- views: 6230
2:40
Private Banking vs Private Wealth Management
I'll help you 1-1 to secure a $100K+/year finance role using my "Proven KACE Framework" in just 6 months, guaranteed! Watch this to learn more: https://financef...
I'll help you 1-1 to secure a $100K+/year finance role using my "Proven KACE Framework" in just 6 months, guaranteed! Watch this to learn more: https://financefasttrack.co.uk/free-training Secure spring weeks, internships or full-time roles without needing prior finance experience, having perfect grades or attending a target school: https://www.skool.com/finance-fast-track-academy-3912/about Get all 9 of my Career Guides (plus my Goldman Sachs CV and Cover Letter) for £29.99 here: https://careerguides.io/plus
If you thought private banking and private wealth management were the same thing, you'd be forgiven. Most people think they are. However, in today's video I'll explain to you in simple terms the key differences between the two often sought after career paths and roles. Thanks for passing by and enjoy the video!
MY ONLINE CAREER COURSES (you can access them with a free trial):
👨🏫 Asset Management Explained In-Depth – https://skl.sh/36oxLE7
👨🏫 Investment Banking Divisions Explained – https://skl.sh/2BLIKLE
👨🏫 Investment Banking & Consulting CV/Résumé – https://skl.sh/3eMerCG
👨🏫 Investment Banking & Consulting Cover Letter – https://skl.sh/3nDGOrb
👨🏫 YouTube Success: From Beginner to YouTuber - https://skl.sh/3ukVr7R
I use royalty-free music from Epidemic Sound. Sign up with my link to get a 30-day free trial: https://www.epidemicsound.com/referral/kneb1f
📧 Business inquiries:
[email protected]
USEFUL LINKS:
📲 Simpley – https://simpley.io
💌 Newsletter – https://afzalhussein.substack.com
🎵 Music – https://www.epidemicsound.com/referra...
👨💼 About me – https://www.afzalhussein.com
👨⚕️ CV Doctor – https://www.officialcvdoctor.com
CONNECT WITH ME:
📸 Instagram – https://www.instagram.com/afzal_hussein
🐦 Twitter – https://www.twitter.com/afzal_hussein_
💼 LinkedIn – https://www.linkedin.com/in/afzalhussein
MY GOLDMAN SACHS CV AND COVER LETTER:
🏦 If you want access to the CV and cover letter (and more useful downloadable files) that I used to get my offer at Goldman Sachs visit https://www.officialcvdoctor.com.
DISCOUNTS & OFFERS:
💰 Get 25% off all Finance Edge online courses by using the code AFZAL25 at checkout here – https://fe.training
💰 Get 20% off Analyst Prep products using the code AFZAL20 and these links –
CFA - https://analystprep.com/shop/cfa-level-1-learn-practice-package/?ref=afzalhussein
FRM - https://analystprep.com/shop/unlimited-package-for-frm-part-i-part-ii/?ref=afzalhussein
OTHER USEFUL LINKS:
Sunsama – https://get.sunsama.com/afzal
The Daily Upside – https://www.thedailyupside.com/?utm_source=Afzal+Hussein&utm_medium=YouTube&utm_campaign=Promotion
ABOUT ME:
Hey! I'm Afzal Hussein. I make videos on banking and finance, careers, productivity and lifestyle. I'm also the founder of Simpley.io, and I teach on Skillshare. Before all of this I started my career working at an investment bank called Goldman Sachs. Hit the various links above to find out more about me. Thanks for passing by!
#PrivateBanking #PrivateWealthManagement #WealthManagement
PS: Some of the links in this description are affiliate links that I get a kickback from 👊🏽
https://wn.com/Private_Banking_Vs_Private_Wealth_Management
I'll help you 1-1 to secure a $100K+/year finance role using my "Proven KACE Framework" in just 6 months, guaranteed! Watch this to learn more: https://financefasttrack.co.uk/free-training Secure spring weeks, internships or full-time roles without needing prior finance experience, having perfect grades or attending a target school: https://www.skool.com/finance-fast-track-academy-3912/about Get all 9 of my Career Guides (plus my Goldman Sachs CV and Cover Letter) for £29.99 here: https://careerguides.io/plus
If you thought private banking and private wealth management were the same thing, you'd be forgiven. Most people think they are. However, in today's video I'll explain to you in simple terms the key differences between the two often sought after career paths and roles. Thanks for passing by and enjoy the video!
MY ONLINE CAREER COURSES (you can access them with a free trial):
👨🏫 Asset Management Explained In-Depth – https://skl.sh/36oxLE7
👨🏫 Investment Banking Divisions Explained – https://skl.sh/2BLIKLE
👨🏫 Investment Banking & Consulting CV/Résumé – https://skl.sh/3eMerCG
👨🏫 Investment Banking & Consulting Cover Letter – https://skl.sh/3nDGOrb
👨🏫 YouTube Success: From Beginner to YouTuber - https://skl.sh/3ukVr7R
I use royalty-free music from Epidemic Sound. Sign up with my link to get a 30-day free trial: https://www.epidemicsound.com/referral/kneb1f
📧 Business inquiries:
[email protected]
USEFUL LINKS:
📲 Simpley – https://simpley.io
💌 Newsletter – https://afzalhussein.substack.com
🎵 Music – https://www.epidemicsound.com/referra...
👨💼 About me – https://www.afzalhussein.com
👨⚕️ CV Doctor – https://www.officialcvdoctor.com
CONNECT WITH ME:
📸 Instagram – https://www.instagram.com/afzal_hussein
🐦 Twitter – https://www.twitter.com/afzal_hussein_
💼 LinkedIn – https://www.linkedin.com/in/afzalhussein
MY GOLDMAN SACHS CV AND COVER LETTER:
🏦 If you want access to the CV and cover letter (and more useful downloadable files) that I used to get my offer at Goldman Sachs visit https://www.officialcvdoctor.com.
DISCOUNTS & OFFERS:
💰 Get 25% off all Finance Edge online courses by using the code AFZAL25 at checkout here – https://fe.training
💰 Get 20% off Analyst Prep products using the code AFZAL20 and these links –
CFA - https://analystprep.com/shop/cfa-level-1-learn-practice-package/?ref=afzalhussein
FRM - https://analystprep.com/shop/unlimited-package-for-frm-part-i-part-ii/?ref=afzalhussein
OTHER USEFUL LINKS:
Sunsama – https://get.sunsama.com/afzal
The Daily Upside – https://www.thedailyupside.com/?utm_source=Afzal+Hussein&utm_medium=YouTube&utm_campaign=Promotion
ABOUT ME:
Hey! I'm Afzal Hussein. I make videos on banking and finance, careers, productivity and lifestyle. I'm also the founder of Simpley.io, and I teach on Skillshare. Before all of this I started my career working at an investment bank called Goldman Sachs. Hit the various links above to find out more about me. Thanks for passing by!
#PrivateBanking #PrivateWealthManagement #WealthManagement
PS: Some of the links in this description are affiliate links that I get a kickback from 👊🏽
- published: 10 May 2022
- views: 56937
14:23
What Is Private Banking
Are you looking for financial service providers? Have you tried private banking? Watch this video and gain an understanding of what private banking is.
Got a q...
Are you looking for financial service providers? Have you tried private banking? Watch this video and gain an understanding of what private banking is.
Got a question? Submit them and join me and my expert guests for weekly Q&As:
http://askloral.com/
Watch And Enjoy!
Loral Langemeier
Key Moments In This Episode
========================
00:00 Intro & Summary
00:48 What Is Private Banking
01:47 How To Qualify In Private Banking
02:29 Why Private Banking Is Critical And Why It Is Offered
03:03 How Do Banks Make Money
04:05 How Can You Negotiate With A Bank
05:07 How The Financial System Helps You Qualify
05:39 How Can You Make Banks Find You
06:32 How To Holistically Do Private Banking
07:30 What Is A Probate
08:34 What Is A Will And A Trust
09:06 How To Pass On Generational Wealth
09:23 What Is The Family Office
09:46 What Is The Big Way To Do Generational Wealth
10:16 Where Does The Idea Of Private Banking Started
10:51 How Do A Lot Of Farmers Look At Themselves
11:34 What Happened In The 1930s
12:38 Why Should You Be In The Banking System
13:24 Where To Go And What To Do If You Are Interested To Know More
What To Watch Next
========================
What Is The Difference Between Private Banking And Wealth Management
https://youtu.be/Ay-nR9LQoV0
Other Resources
========================
Learn more about me, CEO of Integrated Wealth Systems:
https://www.lorallangemeier.com/
Learn more about Integrated Wealth Systems:
https://integratedwealthsystems.com/
Stay up to date with me on the 360 App:
https://loral360.com/
Listen to the Real Money Talks Podcast:
http://realmoneytalkspodcast.com/
Subscribe with one click to my YouTube channel:
https://www.youtube.com/user/lorallive?sub_confirmation=1
Building wealth isn’t hard! Book a strategy call with me for a customized session designed to get you on the path to financial freedom:
https://integratedwealthsystems.com/strategy-session
Join my club and get a FREE 1-on-1 strategy session & attend my Millionaire Maker Meetup & Marketplace:
https://loral.club
Single parents, learn how to become millionaires in 3-5 years while also making your kids millionaires:
https://richmomsinglemom.com
About Loral Langemeier
========================
Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and Five Time New York Times best-selling author who is on a relentless mission to change the conversation about money and empower people around the world to become millionaires.
Loral’s straight talk electrifies audiences and inspires powerful action from live stages and television programs ranging from CNN, CNBC, The Street TV, Fox News Channel, Fox Business Channel-America’s Nightly Scoreboard, The Dr. Phil Show and The View. She is a regular guest-host on The Circle in Australia and has been featured in articles in USA Today, The Wall Street Journal, The New York Times, Forbes Magazine and was the breakout star in the film The Secret.
========================
Anything seen or heard here should not be viewed as an offer to buy or sell a security. Educational resources are provided for general information purposes only and should not be considered an individualized recommendation or advice. This is not an offering or the solicitation of an offer to purchase an interest in any investment vehicle. Any such offer or solicitation will only be made to qualified investors by means of an offering memorandum and only in those jurisdictions where permitted by law. The target returns set forth within all offerings may not be realized; actual results may differ materially from the stated goals. Prior to investing, investors must receive a prospectus, which contains important information regarding the investment objectives, risks, fees, and expenses of any funds and/or other investment opportunities. Past performance is no guarantee of future results. All investments involve risk, including the loss of principal invested.
#MoneyExpert
#MillionaireMaker
#WealthBuilder
https://wn.com/What_Is_Private_Banking
Are you looking for financial service providers? Have you tried private banking? Watch this video and gain an understanding of what private banking is.
Got a question? Submit them and join me and my expert guests for weekly Q&As:
http://askloral.com/
Watch And Enjoy!
Loral Langemeier
Key Moments In This Episode
========================
00:00 Intro & Summary
00:48 What Is Private Banking
01:47 How To Qualify In Private Banking
02:29 Why Private Banking Is Critical And Why It Is Offered
03:03 How Do Banks Make Money
04:05 How Can You Negotiate With A Bank
05:07 How The Financial System Helps You Qualify
05:39 How Can You Make Banks Find You
06:32 How To Holistically Do Private Banking
07:30 What Is A Probate
08:34 What Is A Will And A Trust
09:06 How To Pass On Generational Wealth
09:23 What Is The Family Office
09:46 What Is The Big Way To Do Generational Wealth
10:16 Where Does The Idea Of Private Banking Started
10:51 How Do A Lot Of Farmers Look At Themselves
11:34 What Happened In The 1930s
12:38 Why Should You Be In The Banking System
13:24 Where To Go And What To Do If You Are Interested To Know More
What To Watch Next
========================
What Is The Difference Between Private Banking And Wealth Management
https://youtu.be/Ay-nR9LQoV0
Other Resources
========================
Learn more about me, CEO of Integrated Wealth Systems:
https://www.lorallangemeier.com/
Learn more about Integrated Wealth Systems:
https://integratedwealthsystems.com/
Stay up to date with me on the 360 App:
https://loral360.com/
Listen to the Real Money Talks Podcast:
http://realmoneytalkspodcast.com/
Subscribe with one click to my YouTube channel:
https://www.youtube.com/user/lorallive?sub_confirmation=1
Building wealth isn’t hard! Book a strategy call with me for a customized session designed to get you on the path to financial freedom:
https://integratedwealthsystems.com/strategy-session
Join my club and get a FREE 1-on-1 strategy session & attend my Millionaire Maker Meetup & Marketplace:
https://loral.club
Single parents, learn how to become millionaires in 3-5 years while also making your kids millionaires:
https://richmomsinglemom.com
About Loral Langemeier
========================
Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and Five Time New York Times best-selling author who is on a relentless mission to change the conversation about money and empower people around the world to become millionaires.
Loral’s straight talk electrifies audiences and inspires powerful action from live stages and television programs ranging from CNN, CNBC, The Street TV, Fox News Channel, Fox Business Channel-America’s Nightly Scoreboard, The Dr. Phil Show and The View. She is a regular guest-host on The Circle in Australia and has been featured in articles in USA Today, The Wall Street Journal, The New York Times, Forbes Magazine and was the breakout star in the film The Secret.
========================
Anything seen or heard here should not be viewed as an offer to buy or sell a security. Educational resources are provided for general information purposes only and should not be considered an individualized recommendation or advice. This is not an offering or the solicitation of an offer to purchase an interest in any investment vehicle. Any such offer or solicitation will only be made to qualified investors by means of an offering memorandum and only in those jurisdictions where permitted by law. The target returns set forth within all offerings may not be realized; actual results may differ materially from the stated goals. Prior to investing, investors must receive a prospectus, which contains important information regarding the investment objectives, risks, fees, and expenses of any funds and/or other investment opportunities. Past performance is no guarantee of future results. All investments involve risk, including the loss of principal invested.
#MoneyExpert
#MillionaireMaker
#WealthBuilder
- published: 17 Jun 2022
- views: 16606
2:05
The 7 Pillars of Private Banking Strategies
Learn how you can get started on your way to Financial Freedom with Private Banking Strategies.
It’s time now for you to TAKE ACTION and find out how this priv...
Learn how you can get started on your way to Financial Freedom with Private Banking Strategies.
It’s time now for you to TAKE ACTION and find out how this private banking strategy can actually work in your life. We will produce an 8-year analysis. With this detailed analysis you can see your own financial results for practicing Private Banking Strategies. You will see your own particular financial numbers; your growth potential; and an 8-year snapshot of where you will stand with your own assets and debt using Private Banking Strategies.
You may be completely over your head in debt or you may own 50 investment properties. Private Banking Strategies will work for anyone and everyone that uses money – to grow wealth faster and create a legacy wealth for future generations.
📚 Elevate your financial knowledge with our FREE eBook! 🚀 Download it now:
https://privatebankingstrategies.com/resources/free-e-book/
🤝 Connect with Private Banking Strategies on social media:
🔗 LinkedIn:
Vance Lowe - https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/
Seth Hicks - https://www.linkedin.com/in/privatebankingstrategies/
📘 Facebook: https://www.facebook.com/PrivateBankingStrategies
🐦 Twitter: https://twitter.com/youbethebank1
📸 Instagram: https://www.instagram.com/privatebankingstrategies/
The 7 Pillars of Private Banking Strategies #privatebanking #privatebankingstrategies
https://wn.com/The_7_Pillars_Of_Private_Banking_Strategies
Learn how you can get started on your way to Financial Freedom with Private Banking Strategies.
It’s time now for you to TAKE ACTION and find out how this private banking strategy can actually work in your life. We will produce an 8-year analysis. With this detailed analysis you can see your own financial results for practicing Private Banking Strategies. You will see your own particular financial numbers; your growth potential; and an 8-year snapshot of where you will stand with your own assets and debt using Private Banking Strategies.
You may be completely over your head in debt or you may own 50 investment properties. Private Banking Strategies will work for anyone and everyone that uses money – to grow wealth faster and create a legacy wealth for future generations.
📚 Elevate your financial knowledge with our FREE eBook! 🚀 Download it now:
https://privatebankingstrategies.com/resources/free-e-book/
🤝 Connect with Private Banking Strategies on social media:
🔗 LinkedIn:
Vance Lowe - https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/
Seth Hicks - https://www.linkedin.com/in/privatebankingstrategies/
📘 Facebook: https://www.facebook.com/PrivateBankingStrategies
🐦 Twitter: https://twitter.com/youbethebank1
📸 Instagram: https://www.instagram.com/privatebankingstrategies/
The 7 Pillars of Private Banking Strategies #privatebanking #privatebankingstrategies
- published: 18 Oct 2021
- views: 2036
9:14
What is a family office and why might you consider one?
What is a family office? And why might an ultra high net worth family consider one? This video, brought to you by Citi Private Bank, helps answer some of the mo...
What is a family office? And why might an ultra high net worth family consider one? This video, brought to you by Citi Private Bank, helps answer some of the most frequently asked questions about family offices. To find out more: https://www.privatebank.citibank.com/we-offer/family-office-advisory?utm_source=youtube&utm_medium=social_organic&utm_campaign=wealth-explainers
https://wn.com/What_Is_A_Family_Office_And_Why_Might_You_Consider_One
What is a family office? And why might an ultra high net worth family consider one? This video, brought to you by Citi Private Bank, helps answer some of the most frequently asked questions about family offices. To find out more: https://www.privatebank.citibank.com/we-offer/family-office-advisory?utm_source=youtube&utm_medium=social_organic&utm_campaign=wealth-explainers
- published: 13 Jun 2024
- views: 87648
4:04
Day in the Life of a Private Client Advisor | Wealth Management | J.P. Morgan
As a Private Client Advisor at J.P. Morgan Wealth Management, Radhames Pineda works with clients to help them achieve their long and short-term goals.
SUBSCRIBE...
As a Private Client Advisor at J.P. Morgan Wealth Management, Radhames Pineda works with clients to help them achieve their long and short-term goals.
SUBSCRIBE: http://jpm.com/x/i/NFPWfK0
About J.P. Morgan:
J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients' interests first.
Connect with J.P. Morgan Online:
Visit the J.P. Morgan Website: https://www.jpmorgan.com/
Follow @jpmorgan on Twitter: https://twitter.com/jpmorgan
Visit our J.P. Morgan Facebook page: http://facebook.com/jpmorgan
Follow J.P. Morgan on LinkedIn: https://www.linkedin.com/company/jpmorgan
Follow @jpmorgan on Instagram: https://instagram.com/jpmorgan/
#JPMorgan #WealthManagement #DayintheLife
Day in the Life of a Private Client Advisor | Wealth Management | J.P. Morgan
https://wn.com/Day_In_The_Life_Of_A_Private_Client_Advisor_|_Wealth_Management_|_J.P._Morgan
As a Private Client Advisor at J.P. Morgan Wealth Management, Radhames Pineda works with clients to help them achieve their long and short-term goals.
SUBSCRIBE: http://jpm.com/x/i/NFPWfK0
About J.P. Morgan:
J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients' interests first.
Connect with J.P. Morgan Online:
Visit the J.P. Morgan Website: https://www.jpmorgan.com/
Follow @jpmorgan on Twitter: https://twitter.com/jpmorgan
Visit our J.P. Morgan Facebook page: http://facebook.com/jpmorgan
Follow J.P. Morgan on LinkedIn: https://www.linkedin.com/company/jpmorgan
Follow @jpmorgan on Instagram: https://instagram.com/jpmorgan/
#JPMorgan #WealthManagement #DayintheLife
Day in the Life of a Private Client Advisor | Wealth Management | J.P. Morgan
- published: 20 Aug 2021
- views: 140345
9:40
[TOP STORY] Talking alternative investments: private credit, private equity
‘On the client side of Westbrooke's business what we've seen this year is significant demand and capital flows for our alternative investment mandates and strat...
‘On the client side of Westbrooke's business what we've seen this year is significant demand and capital flows for our alternative investment mandates and strategies’: Dino Zuccollo, Head of Investor Solutions and Director.
https://wn.com/Top_Story_Talking_Alternative_Investments_Private_Credit,_Private_Equity
‘On the client side of Westbrooke's business what we've seen this year is significant demand and capital flows for our alternative investment mandates and strategies’: Dino Zuccollo, Head of Investor Solutions and Director.
- published: 17 Dec 2024
- views: 41
8:28
Difference Between JP Morgan Private Bank vs JP Morgan Chase
Sponsor: http://www.FlightsLux.com and http://www.TheTravelersAgency.com
Follow Me On Instagram and Social Media: https://lnk.bio/simonkatz
. What is the best ...
Sponsor: http://www.FlightsLux.com and http://www.TheTravelersAgency.com
Follow Me On Instagram and Social Media: https://lnk.bio/simonkatz
. What is the best bank for investors? There are so many choices for private banking including Charles Schwab, JP Morgan Bank, Chase Private Bank, Morgan Stanley, and others.
In this video, we are going to review the JP Morgan Private Bank and JP Morgan Chase Bank where I had some experiences banking with and having the JP Morgan Reserve Palladium Card which is also dubbed as the $10 Million Dollar Credit Card.
COMMENT BELOW AND SHARE YOUR THOUGHTS - ALL OPINIONS WELCOME!
---------------------------
Check out my other car videos:
Real Estate Videos: https://youtube.com/playlist?list=PLgs10mtmyfsQhV8EInjc9hSM0yMA5vjZX
Credit Card Videos: https://youtube.com/playlist?list=PLgs10mtmyfsT3BXYIeCl-PGJYfNQNffBD
Entrepreneur Videos: https://youtube.com/playlist?list=PLgs10mtmyfsT7KURasFpX4Kox1mMuyASq
Millionaire Advice Videos: https://www.youtube.com/playlist?list=PLgs10mtmyfsSL84xWSDsLPNASf2OaxQQu
Car Videos: https://www.youtube.com/playlist?list=PLgs10mtmyfsQf64VIt-bVUii_jcRZ8NHb
---------------------------
#AD LINK TO PRODUCTS USED FILMING THIS VIDEO - https://www.amazon.com/s?k=youtube+starter+kit+mirrorless&rh=p_85%253A2470955011&dc&crid=2PVWCGBGQ2PPW&qid=1697562147&rnid=2470954011&sprefix=youtube+starter+kit+mirrorles%252Caps%252C162&ref=sr_nr_p_ru_0&ds=v1%253AH1uaykOy7Tawrqc8Krn46NOJLr3zifU0SZG34S7L%252BKE&_encoding=UTF8&tag=idealmedia03-20&linkCode=ur2&linkId=f469bf83c9a31affadc111a40a34d3d0&camp=1789&creative=9325
---------------------------
*Disclaimer: Some of the links and other products that appear in this video are from companies from which Ideal Visibility Inc / Ideal Media Inc will earn an affiliate commission or referral bonus. Ideal Visibility Inc / Ideal Media Inc is part of an affiliate network and receives compensation for sending traffic to partner sites. As an Amazon Associate, I earn from qualifying purchases. The content in this video is accurate as of the posting date. Some of the offers mentioned may no longer be available. The message in this video is to be taken for entertainment purposes ONLY. If you need advice, please contact qualified and licensed professionals, including Certified Public Accountants, attorneys, insurance agents, real estate agents, financial advisors, or appropriate licensed professionals for the subject you would like help with. These videos are strictly for entertainment purposes. Neither Simon Katz nor Ideal Visibility Inc / Ideal Media Inc are qualified or licensed in any profession and the content should NOT be taken as advice on investments, personal or business choices or decisions. This video is made for strictly entertainment purposes.
#investing #entrepreneur #finance #creditcard
https://wn.com/Difference_Between_Jp_Morgan_Private_Bank_Vs_Jp_Morgan_Chase
Sponsor: http://www.FlightsLux.com and http://www.TheTravelersAgency.com
Follow Me On Instagram and Social Media: https://lnk.bio/simonkatz
. What is the best bank for investors? There are so many choices for private banking including Charles Schwab, JP Morgan Bank, Chase Private Bank, Morgan Stanley, and others.
In this video, we are going to review the JP Morgan Private Bank and JP Morgan Chase Bank where I had some experiences banking with and having the JP Morgan Reserve Palladium Card which is also dubbed as the $10 Million Dollar Credit Card.
COMMENT BELOW AND SHARE YOUR THOUGHTS - ALL OPINIONS WELCOME!
---------------------------
Check out my other car videos:
Real Estate Videos: https://youtube.com/playlist?list=PLgs10mtmyfsQhV8EInjc9hSM0yMA5vjZX
Credit Card Videos: https://youtube.com/playlist?list=PLgs10mtmyfsT3BXYIeCl-PGJYfNQNffBD
Entrepreneur Videos: https://youtube.com/playlist?list=PLgs10mtmyfsT7KURasFpX4Kox1mMuyASq
Millionaire Advice Videos: https://www.youtube.com/playlist?list=PLgs10mtmyfsSL84xWSDsLPNASf2OaxQQu
Car Videos: https://www.youtube.com/playlist?list=PLgs10mtmyfsQf64VIt-bVUii_jcRZ8NHb
---------------------------
#AD LINK TO PRODUCTS USED FILMING THIS VIDEO - https://www.amazon.com/s?k=youtube+starter+kit+mirrorless&rh=p_85%253A2470955011&dc&crid=2PVWCGBGQ2PPW&qid=1697562147&rnid=2470954011&sprefix=youtube+starter+kit+mirrorles%252Caps%252C162&ref=sr_nr_p_ru_0&ds=v1%253AH1uaykOy7Tawrqc8Krn46NOJLr3zifU0SZG34S7L%252BKE&_encoding=UTF8&tag=idealmedia03-20&linkCode=ur2&linkId=f469bf83c9a31affadc111a40a34d3d0&camp=1789&creative=9325
---------------------------
*Disclaimer: Some of the links and other products that appear in this video are from companies from which Ideal Visibility Inc / Ideal Media Inc will earn an affiliate commission or referral bonus. Ideal Visibility Inc / Ideal Media Inc is part of an affiliate network and receives compensation for sending traffic to partner sites. As an Amazon Associate, I earn from qualifying purchases. The content in this video is accurate as of the posting date. Some of the offers mentioned may no longer be available. The message in this video is to be taken for entertainment purposes ONLY. If you need advice, please contact qualified and licensed professionals, including Certified Public Accountants, attorneys, insurance agents, real estate agents, financial advisors, or appropriate licensed professionals for the subject you would like help with. These videos are strictly for entertainment purposes. Neither Simon Katz nor Ideal Visibility Inc / Ideal Media Inc are qualified or licensed in any profession and the content should NOT be taken as advice on investments, personal or business choices or decisions. This video is made for strictly entertainment purposes.
#investing #entrepreneur #finance #creditcard
- published: 19 Jan 2023
- views: 39108
8:37
The Best Private Banks for Wealthy People
https://www.nomadcapitalist.com/
What are the best private banks for wealthy people and which ones should you avoid?
When choosing a bank, most people tend to...
https://www.nomadcapitalist.com/
What are the best private banks for wealthy people and which ones should you avoid?
When choosing a bank, most people tend to go for the brand rather than the actual service. I've seen this happen many times in the last decade, where people go for the big banks in the US or Switzerland before doing any real research.
I'm not saying that these banks are necessarily bad but they`re just not for everyone, especially if you are a high net worth global citizen, working with old school and established banks will most definitely cause you a lot of headaches down the road because they are just not set up to serve your international needs.
What you should do instead is focus on more specialized private banks that already have systems in place for serving an international clientele and who generally focus on providing the best service instead of brand building.
#nomadcapitalist #internationalbanking #bankingadvice
-------
ABOUT NOMAD CAPITALIST
Andrew Henderson and the Nomad Capitalist team are the world's most sought-after experts on legal offshore tax strategies, investment immigration, and global citizenship. We work exclusively with seven- and eight-figure entrepreneurs and investors who want to "go where they're treated best".
Work with Andrew: https://nomadcapitalist.com/apply/
Andrew has started offshore companies, opened dozens of offshore bank accounts, obtained multiple second passports, and purchased real estate on four continents. He has spent the last 12 years studying and personally implementing the Nomad Capitalist lifestyle.
Our growing team of researchers, strategies, and implementers add to our ever-growing knowledge base of the best options available. In addition, we've spent years studying the behavior of hundreds of clients in order to help people get the results they want faster and with less effort.
About Andrew: https://nomadcapitalist.com/about/
Our Website: http://www.nomadcapitalist.com
Subscribe: https://www.youtube.com/subscription_center?add_user=nomadcapitalist
Buy Andrew's Book: https://amzn.to/2QKQqR0
DISCLAIMER: The information in this video should not be considered tax, financial, investment, or any kind of professional advice. Only a professional diagnosis of your specific situation can determine which strategies are appropriate for your needs. Nomad Capitalist can and does not provide advice unless/until engaged by you.
https://wn.com/The_Best_Private_Banks_For_Wealthy_People
https://www.nomadcapitalist.com/
What are the best private banks for wealthy people and which ones should you avoid?
When choosing a bank, most people tend to go for the brand rather than the actual service. I've seen this happen many times in the last decade, where people go for the big banks in the US or Switzerland before doing any real research.
I'm not saying that these banks are necessarily bad but they`re just not for everyone, especially if you are a high net worth global citizen, working with old school and established banks will most definitely cause you a lot of headaches down the road because they are just not set up to serve your international needs.
What you should do instead is focus on more specialized private banks that already have systems in place for serving an international clientele and who generally focus on providing the best service instead of brand building.
#nomadcapitalist #internationalbanking #bankingadvice
-------
ABOUT NOMAD CAPITALIST
Andrew Henderson and the Nomad Capitalist team are the world's most sought-after experts on legal offshore tax strategies, investment immigration, and global citizenship. We work exclusively with seven- and eight-figure entrepreneurs and investors who want to "go where they're treated best".
Work with Andrew: https://nomadcapitalist.com/apply/
Andrew has started offshore companies, opened dozens of offshore bank accounts, obtained multiple second passports, and purchased real estate on four continents. He has spent the last 12 years studying and personally implementing the Nomad Capitalist lifestyle.
Our growing team of researchers, strategies, and implementers add to our ever-growing knowledge base of the best options available. In addition, we've spent years studying the behavior of hundreds of clients in order to help people get the results they want faster and with less effort.
About Andrew: https://nomadcapitalist.com/about/
Our Website: http://www.nomadcapitalist.com
Subscribe: https://www.youtube.com/subscription_center?add_user=nomadcapitalist
Buy Andrew's Book: https://amzn.to/2QKQqR0
DISCLAIMER: The information in this video should not be considered tax, financial, investment, or any kind of professional advice. Only a professional diagnosis of your specific situation can determine which strategies are appropriate for your needs. Nomad Capitalist can and does not provide advice unless/until engaged by you.
- published: 08 Oct 2019
- views: 102899
8:57
The TRUTH about Private Banking in 2024 - Pros and Cons
Curious about private banking? In this video, we'll uncover the truth about private banking in 2024, discussing the pros and cons of this financial service.
Is...
Curious about private banking? In this video, we'll uncover the truth about private banking in 2024, discussing the pros and cons of this financial service.
Is Moving Money to a Private Bank Worth It? 4 advantages and 4 disadvantages
Tommy Cloud, president of Third Act Retirement Planning and a certified financial planner, discusses the pros and cons of transferring $650,000 to a private banking institution. Key points include personalized service, a wide range of services, exclusive investment opportunities, and convenience as advantages; while high fees, minimum balance requirements, conflicts of interest, and less control over investments are highlighted as disadvantages. Popular private banks and their general fee structures are also examined.
00:00 Introduction to Private Banking
00:39 Reading the Viewer Question
02:06 Advantages of Private Banking
05:40 Disadvantages of Private Banking
07:47 Top Private Banks and Their Fees
08:26 Conclusion and Next Steps
Kingdom Advisor Profile: https://www.faithfi.com/cka/10527/30188
Linked In: https://www.linkedin.com/in/tommycloud/
Website: www.thirdactretirement.com
CFP Profile: https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/d8df37af-284e-4108-a635-b3a39e253046
Set up a short call with me: https://calendly.com/thomascloud/learn-more
Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Third Act Retirement Planning or its members cannot be held liable for any use or misuse of this content.
https://wn.com/The_Truth_About_Private_Banking_In_2024_Pros_And_Cons
Curious about private banking? In this video, we'll uncover the truth about private banking in 2024, discussing the pros and cons of this financial service.
Is Moving Money to a Private Bank Worth It? 4 advantages and 4 disadvantages
Tommy Cloud, president of Third Act Retirement Planning and a certified financial planner, discusses the pros and cons of transferring $650,000 to a private banking institution. Key points include personalized service, a wide range of services, exclusive investment opportunities, and convenience as advantages; while high fees, minimum balance requirements, conflicts of interest, and less control over investments are highlighted as disadvantages. Popular private banks and their general fee structures are also examined.
00:00 Introduction to Private Banking
00:39 Reading the Viewer Question
02:06 Advantages of Private Banking
05:40 Disadvantages of Private Banking
07:47 Top Private Banks and Their Fees
08:26 Conclusion and Next Steps
Kingdom Advisor Profile: https://www.faithfi.com/cka/10527/30188
Linked In: https://www.linkedin.com/in/tommycloud/
Website: www.thirdactretirement.com
CFP Profile: https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/d8df37af-284e-4108-a635-b3a39e253046
Set up a short call with me: https://calendly.com/thomascloud/learn-more
Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Third Act Retirement Planning or its members cannot be held liable for any use or misuse of this content.
- published: 27 Aug 2024
- views: 493
1:32:42
The Private Banking Estopple | Every Tax Is Refundable
Email:
[email protected].
1041X: https://www.irs.gov/pub/irs-pdf/f1041.pdf
Order your 1099A , 1099 C, 1096, OID: https://www.irs.gov/businesses/online-or...
Email:
[email protected].
1041X: https://www.irs.gov/pub/irs-pdf/f1041.pdf
Order your 1099A , 1099 C, 1096, OID: https://www.irs.gov/businesses/online-ordering-for-information-returns-and-employer-returns
Individual Banker (Private Bank Estate & Trust): https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online
Estate EIN: https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online
Individual Banker - https://youtu.be/GlGHM3szTgQ
Draw - https://youtu.be/1T3diUtV9Y0
UNITED STATES FIDELITY & GUARANTY COMPANY:
https://insurance.mo.gov/CompanyAgentSearch/CompanySearch/compSearchDetails.php?id=126294&t=CC&n=UNITED%20STATES%20FIDELITY%20&%20GUARANTY%20COMPANY
United States Fidelity & Guaranty Co. v. Watts, 35 Ga. App. 447 (1926):
https://cite.case.law/ga-app/35/447/
https://wn.com/The_Private_Banking_Estopple_|_Every_Tax_Is_Refundable
Email:
[email protected].
1041X: https://www.irs.gov/pub/irs-pdf/f1041.pdf
Order your 1099A , 1099 C, 1096, OID: https://www.irs.gov/businesses/online-ordering-for-information-returns-and-employer-returns
Individual Banker (Private Bank Estate & Trust): https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online
Estate EIN: https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online
Individual Banker - https://youtu.be/GlGHM3szTgQ
Draw - https://youtu.be/1T3diUtV9Y0
UNITED STATES FIDELITY & GUARANTY COMPANY:
https://insurance.mo.gov/CompanyAgentSearch/CompanySearch/compSearchDetails.php?id=126294&t=CC&n=UNITED%20STATES%20FIDELITY%20&%20GUARANTY%20COMPANY
United States Fidelity & Guaranty Co. v. Watts, 35 Ga. App. 447 (1926):
https://cite.case.law/ga-app/35/447/
- published: 17 Jul 2022
- views: 42428