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. Studies have been done through MIT and through The Economist-published studies where they look at what is that number, “Is it actually 70%?”
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