Strategies for working with High Net Worth Clients

Strategies for working with High Net Worth Clients

WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH!

Strategies for working with High Net Worth Clients

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Arrowroot Family Office

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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