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Wealth– The Ultra-High Net Worth Guide
With few exceptions, books on personal finance focus on investing. And with few exceptions, these same books focus on the general public. This book takes a comprehensive approach to the subject, directed to the ultra-high net worth reader, filling this void.
What people are saying about Wealth…
Ultra-high net worth individuals are confronted with potentially increasing challenges to the growth and protection of their wealth. And planning strategies lacking a foundation of client-driven values and purpose, coordination and a mechanism for ongoing review and maintenance result in sub-optimal outcomes.