Ultra-high net worth families have had access to professionals who collaborate for the benefit of the family. These professionals hold each other accountable to managing investment risk, taxes, legal concerns, property/casualty risk controls, property management, and even concierge travel services. Finally, this level of service is available for the middle-class millionaire who has many of the same needs. Join us each week as we explore opportunities to improve the lives of successful executives, business owners, and professional athletes through human-centered wealth management (with both traditional and non-traditional strategies), tax strategies, multi-generational wealth transfer planning, and more.
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