Vicki Greene is the Chief Investment Officer at G Squared Private Wealth. G Squared creates customized boutique private wealth and an experience that provides safe and steady investing through smart planning. 

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Vicki discuss the business of investment planning for the ultra high net worth and the pressures that follow.

They also discussed: 

• The most unique aspects of working with the ultra high net worth
  
• Why the choice of this more intensive business and market
  
• How to structure the workload and staff to be as efficient as possible
  
• How to approach building portfolios for the high net worth
  
• Tips for multi generational families and the importance of financial education for the younger members
  
• The conversations with clients about crypto
  
• The biggest challenges clients are facing right now 
  
• The position of being a CIO and its pressures
  
• The future of G Squared
  

Resources: 

G Squared Private Wealth