How to Advise the Wealthiest Families in America with Onur Erzan
About this episode
Josh Brown interviews Onur Erzan about serving ultra-high-net-worth families and the evolving landscape of wealth management.
On this episode of Talking Wealth, Josh Brown sits down with Onur Erzan, President of AllianceBernstein, to discuss what it really takes to serve America's ultra-high-net-worth families. They explore how wealth management changes at the $200 million level, why investment performance alone isn't enough, the growing importance of succession planning, governance, and multi-generational wealth transfer, how alternatives fit into ultra-wealthy portfolios, and why human advisors remain indispensable even as technology transforms the industry. Plus, Onur shares his journey from two decades at McKinsey to leading one of the world's largest private wealth businesses, what keeps clients for over a decade, and where he sees the future of wealth management heading. This episode is sponsored by F/m Investments. To learn more about SGVA, visit Fminvest.com/SGVA . For more from Talking Wealth sign up at: https://talkingwealthpod.com/ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only…
People in this episode
Host: Josh Brown
Guest: Onur Erzan
Topics covered
- wealth management
- ultra-high-net-worth families
- investment performance
- succession planning
- multi-generational wealth transfer
- technology in finance
Sponsors
F/m Investments
Mentioned in this episode
Organizations: AllianceBernstein, McKinsey, Ritholtz Wealth Management, SGVA
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