Category: Administrative Support
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Your Wealth Management Process
The wealth management industry has become increasingly sophisticated when selling us financial services. They come up with “holistic solutions” to our financial “problems” and tap into our emotions in an effort convince us to pay them. The truth is, like most important things in life, there is no “quick fix” to managing our finances and…
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5 Threats Wealthy Investors Face and How to Overcome Them
Wealthy investors have many of the same fears as everyone else, the stakes are just higher when you’re rich. This post describes five common threats wealthy investors face and how to combat them. Cybersecurity We live in a world of many passwords and we share information with our professional advisors and bankers through e-mail and…
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Family Mission Statements
For ultra-high net-worth families, the burden of preserving and transferring wealth to future generations is one of life’s greatest challenges. This post describes how to define your family values and create a mission statement that will guide your wealth management process.
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Your Investment Policy Statement
An Investment Policy Statement is a written document that describes the strategy for an investment portfolio. This post will introduce you its importance.