Connecting With Ultra-HNW Heirs By Fostering Family Trust
CFO News Room
FEBRUARY 2, 2022
But the challenges in working with affluent clients, I know, are far beyond just talking about the asset management issues. Estate planning is commonly a big point of discussion, as well. Amy: Part of it is education and part of it is having the parents realize that the estate planning they’re doing is half of the equation.
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