פרק 31 - מבנק לאומי אל רצפת המסחר בוול סטריט ועד לניהול ההון של עשירי ישראל, המסע המרתק של ערן רייניש

This podcast episode interviews Eran Reinis, CEO and founder of Xcalibur wealth management, about how high-net-worth individuals manage their finances. The discussion covers the role of "Trusted Advisors" (replacing the term "Family Office"), the significant fear of loss even among the wealthy, and the complexities of investment strategies, including a detailed explanation of bonds and stocks. Reinis shares his 20-year career journey, from starting at Bank Leumi to working on Wall Street and eventually establishing his own firm managing funds for approximately 40 high-net-worth families with a minimum of $20 million in liquid assets. The interview concludes with Reinis discussing his current projects, including real estate investments in Greece and various start-up ventures.