For the very rich, private wealth managers are in a separate class from other retainers, even from the trusted pilots, chefs, and attendants who maintain their lifestyles. Guarding the capital—the “corpus,” as it’s known in the business—puts you in contact with a family’s most closely held secrets. Managers handle delicate tasks; one professional in the Cayman Islands described the sensitivity of making a financial plan for an out-of-wedlock child that “has to be kept totally private from the wife.” Others specialize in keeping clients out of the news by minimizing public transactions. The most devoted liken themselves to clergy or consiglieri, and tend to get prime seats at the kids’ weddings and the patriarch’s deathbed.
Marlena Sonn entered the wealth management industry in 2010, and found a niche working with what she called “progressive, ultra-high-net-worth millennials, women, inheritors, and family offices.” She sought to create a refuge from jargon and bro culture. “Women and young people are talked down to,” she told me. “A level of respect for people is refreshing.”
この記事は The New Yorker の January 23, 2023 版に掲載されています。
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この記事は The New Yorker の January 23, 2023 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、8,500 以上の雑誌や新聞にアクセスしてください。
すでに購読者です? サインイン
INSIDE JOB-"Hit Man"
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