The Importance Of A Wealth Management Team In Becoming Seriously Wealthy
By: Russ Alan Prince - November 29, 2017
For people amassing wealth often by having an equity stake in a successful business, the use of super-rich solutions can prove to be very advantageous. Several wealth management strategies and products used by the super-rich, ultra-wealthy business owners, and family offices are increasingly available to a wide array of affluent individuals and businesses. Examples of super-rich solutions include private placement life insurance, captive insurance companies, and sophisticated defined benefit plans.
** Disclaimer Required by IRS Circular 230** Unless otherwise expressly approved in advance by the undersigned, any discussion of federal tax matters herein is not intended and cannot be used 1) to avoid penalties under the Federal tax laws, or 2) to promote, market or recommend to another party any transaction or tax-related matter addressed.