top of page

Passing On A Legacy vs. An Estate

Updated: Sep 8, 2020

When it comes to advising high net worth individuals, what are some of the biggest challenges? And where do we start? There are approximately 111,000 ultra-high net worth individuals today (those with $30M or more in net worth) according to a 2013 World Wealth Report by Capgemini.

Want to read more?

Subscribe to to keep reading this exclusive post.

Subscribe Now
3 views0 comments
bottom of page