Sentences with phrase «advised wealthy clients»

I've advised wealthy clients and worked for money manager firms.

In the course of my career, I spent a number of years as a «Wealth Adviser» for a large money center bank, the purpose of which position was to advise wealthy clients on how to invest their money and then shift their assets down the generational ladder.

I've spent most of my professional life advising wealthy clients and money manager firms, these special retirement investing tax breaks are the # 1 strategy the rich use to lower their taxes and make more money on their investments.

It advises wealthy clients from both landed and commercial backgrounds on all aspects of probate and Court of Protection work.

Not exact matches

A spokeswoman declined to answer a series of direct questions from CNBC about his case, instead providing a statement from Acting Assistant Attorney General Caroline D. Ciraolo of the Justice Department's Tax Division: «Bradley Birkenfeld was afforded due process of law and sentenced by a federal district court after full consideration of all relevant facts and circumstances, including his admission that he advised wealthy UBS clients on how to conceal their assets from the U.S. government,» she said.

We are highly experienced in advising wealthy and entrepreneurial clients and their families concerning such matters, as well as international couples who require particular protection in light of their international residences or business interests.

Private client lawyers advise wealthy families, individuals, trustees and fiduciaries on all aspects of estate planning, including asset management, tax planning, wills and trusts, charitable contributions and various types of estate litigation.

I got to see wealth creation happen with real estate as I would advise my wealthy tax clients on various tax strategies to save them money for their own real estate businesses.