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Welcome to the Bespoke Audio Collection

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Welcome to the Bespoke Audio Collection

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Welcome to the Bespoke Audio Collection, our podcast exploring how we’re navigating the complexities of generational wealth. Part inquiry, part conversation, it’s an invitation to question assumptions and better understand the why behind the decisions shaping wealth today.

Transcript
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Legal disclaimer.

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Bespoke Group investment advisory services are offered only through Bespoke Advisory,

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an SEC registered investment advisor. Everything we share here is just for information and education.

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It's not investment, legal, or tax advice. Bespoke does not offer or solicit investment services to the general public.

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And as always, investing comes with risk, including the possible loss of principle.

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Hello everyone.

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Welcome to the Bespoke Audio Collection

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My name is Claire Martin and I am the

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head of marketing at Bespoke Group.

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We've put together this collection as a

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space for curiosity, exploration, and

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unpacking all the complexities of what

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it requires to hold and steward

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significant wealth. Today, our industry

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was built on a history of traditional

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finance and wealth. There is so much

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gatekeeping in our industry, unnecessary

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complexity, and I got to say it, there's

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a lot of product pushing. So, this

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creates a huge challenge for the

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investor, for the wealth under these

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circumstances. is how is someone

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supposed to figure out how to move

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capital meaningfully? How to plan and

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build something that is actually durable

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and actually res resilient across a

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horizon that's much longer and also

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building something that feels like an

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extension of who you are as a person.

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And so in each of these interviews, I

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sit down with our team to shine a light

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on how we are doing this work

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differently, how we are building

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something different, walking through

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every corner to introduce you to the

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people, the thinking, and the ideas that

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we're building together. So, if you're

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an investor, an entrepreneur, you're a

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family office, or you're just curious,

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this is a place where we uncomplicate

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what has been for a long time over

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complicated. Thanks for joining.

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