Strategies for working with High Net Worth ClientsAFO|Wealth Management Forward
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Strategies for working with High Net Worth Clients
Rob speaks with Mark Pierce of Wyoming LLC Attorney to discuss tax-efficient strategies and best practices when working with high-net-worth clients. Find out how asset protection and wealth preservation go hand in hand with a client’s tax strategy. Listen as Rob and Mark discuss generational wealth transfers and how to work with complex family dynamics. Discover how you can utilize a family office team model of an attorney, accountant, and wealth manager to provide clients with greater peace of mind. Do you know why you shouldn’t “Let the tax tail wag the dog”? Find the answer to this and more with Rob and Mark in this Generational Wealth episode.