Helping Clients Manage and Preserve Wealth.

• Author: Levy, Donald R.
• Position: Brief Article - Book Review

Financial advisers to wealthy clients will find Planning for the Affluent a useful convenient resource for implementing cutting-edge wealth management ideas and wealth preservation strategies. This resource describes in depth new financial approaches for your affluent clients. These approaches are based on fresh perspectives on concepts and products important to the wealthy, such as family wealth management, charitable giving, multigenerational planning, and insurance planning.

Succession planning

Planning for the Affluent offers numerous exit and retirement strategies for entrepreneurs, focusing on the financial planning process. This resource also examines the control...