Passing On A Legacy vs. An Estate
- Angelina Carleton
- Jan 19, 2020
- 3 min read
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.
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