How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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“We are playing a ton of golf with our clients these days since it allows us to socially distance from our clients while also spending time with them.”
Mitzi Perdue, the daughter of Sheraton Hotels' co-founder and wife to the late chicken icon Frank Perdue, shares advice on how to develop a culture that supports keeping the business in the family.
Since late March, some 550 tons of gold -- worth $30 billion at today’s price and roughly equal to global mine output in the period -- have been added to Comex warehouse stockpiles.
Switzerland’s second-largest bank plans to reshape how it lends to billionaire clients at the international wealth management division, especially loans that are backed by hard-to-sell assets.
If tax rates are likely to be higher then, the thinking goes, why not pay taxes on some of the money held in tax-deferred accounts now, at today’s presumably lower rate, and let it grow tax-free in a Roth?