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How I Invest w/David Weisburd

Why Family Offices Should Avoid 60/40 Portfolios

Apr 3, 2026 · 0:30:11
AI Summary
  • Damien Bisserier discusses portfolio construction for ultra-high-net-worth families.
  • Focus on after-tax returns, alternatives, and private markets over concentrated US stocks.
  • Client-centered thinking and behavioral insights drive long-term success.

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