Wealth management portfolio pitch outline
Hello All, I am an undergrad looking to break into finance. In March of this year 2019 about 4 months ago I attended the GAME (Global Asset Management Education) Conference in New York There I had a lengthy conversation with a Director at Wells Fargo's Private Wealth Management division. We talked about a lot of things, we seemed to have had a good connection and connected on Linkedin. I have not spoken to him since. During our conversation, we briefly expanded on a comment he had during a panel where he said part of his job would be managing a $20 million inheritance and to structure it in a way to so the heir would still have the incentive to be a productive member of society. I told him an outline of how I would invest this inheritance and rules on accessing the inheritance to ensure the heir was still being productive and ensuring the wealth stays generational and he seemed to like my ideas and enjoy talking to me.
I was thinking of reconnecting with him and briefly talking about the 20MM Inheritance situation and sending him an Equity Report or whatever properly formatted report they would use in wealth management for this.
I was hoping someone could help me find an outline for this report on the portfolio for profile client.
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