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Strategies for working with High Net Worth Clients

Strategies for working with High Net Worth Clients

AFO|Wealth Management Forward2022-08-26T00:36:22+00:00

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Strategies for working with High Net Worth Clients

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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.

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JOIN OUR COMMUNITY
  • Terms & Condition
  • Privacy Policy
  • Web Accessibility
Copyright © 2021 AFO Wealth Management Forward. All Rights Reserved.
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.