Friday, April 23, 2010

(Carnation) milk. it's good for you.

Today I am meeting with one of the Carnation (brand) family about private wealth management for Ultra-High Net Worth Individuals (yes, there are those people who are actually called that). Me. Wealth management? This should be *interesting*.

What the heck do I know about generational wealth management? I guess I'll learn.

One thing I do know, I sure love Carnation condensed milk! In fact, I have a can of it in the office right now.


Stuart Lucas's book about wealth management on my desk at work – I sure hope I take away some insider tips from this project!

No comments:

Post a Comment