How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Any investment offering would be a very small portion of the clients’ total wealth because of the volatility, while options include investing through third party investment vehicles.
Ira Cohen, a New York-based managing director focused on working with private equity firms, is joining as an advisor to Sheth’s office and his philanthropy, Sangreal Foundation.
Rockefeller has been on a hiring tear in recent years, adding advisers across the U.S. from rivals including Morgan Stanley and Merrill Lynch, including two dozen new teams in 2020.
Amazon.com Inc. founder Jeff Bezos' heirs may have to pay more than $36 billion if President Joe Biden succeeds in closing a loophole that helps the rich transfer their fortunes tax-free at death.