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Blog : October 2017

High Net Worth Fiduciary: Providing high net worth clients with specialized advice

High net worth individuals have a multitude of needs that require specialized expertise and attention:  strategies to avoid estate taxes so that wealth being passed on to beneficiaries can be maximized, tax-deferral/tax avoidance strategies to avoid paying high marginal tax rates on income, etc. These strategies often require counsel from attorneys or specialists with high level expertise in life insurance and other products.  While experien...

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