Top 13 Insights for High Net Worth Clients ($5m+)
High income and high net worth clients have unique issues that they need to consider in their planning.
Finding advice that caters for those issues can be harder than you think.
By the end of the book, this is what you will know:
- What are the issues facing high income earners
- What kind of advisors to look for
- What does a high net worth firm look like
- What is a virtual “family office”
- Finding the balance between shares and property
- Where to get the right advice