The Truth About Wealth · 2025-08-20 · 28 min
What if your portfolio could evolve with you, like a financial blueprint that updates in real time? Michael Parise sits down with Ben Ludwig of City National Rochdale to unpack what truly personalized investing means for high-net-worth families, and why it matters more than ever. From shifting risk tolerance to multi-generational planning, Ben breaks down how CNR collaborates with financial advisors to design tax-sensitive, goal-aligned portfolios that flex with each client’s life and legacy. This isn’t about choosing a model or a fund, it’s about building a strategy from the ground up, around real people and real priorities. What to expect: Why personalization goes far beyond risk tolerance questionnaires The advantage of owning individual securities vs. pooled funds How CNR helps clients transition portfolios without triggering large tax events A behind-the-scenes look at the ongoing service model and portfolio review process And more!
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