Sentences with phrase «high net worth accounting»

Our suite of offerings is centered on the combination of our complex high net worth accounting / tax knowledge and our legal expertise.

Coordinate a team approach toward the management of $ 500 million of assets for high net worth accounts, endowments, and pension plans where $ 325 million are predominately invested in large and mid-cap quality growth stocks.

Not exact matches

To land on the list, high - net - worth clients had to account for 76 percent or more of the firm's business.

Elliot Horowitz & Company is a New York based firm which provides a broad variety of accounting, tax and consulting services geared toward entrepreneurial businesses and high net worth individuals.

There, he managed the Ontario International Fund and high - net - worth individual accounts.

Several of my favorite mutual funds offered by companies such as Third Avenue and Tweedy Browne (full disclosure: my family and I have investments with these firms) already offer private accounts (separately managed accounts) for high net worth individuals and mutual funds for the masses that invest extensively throughout the world.

RBC GAM is a provider of global investment management services and solutions to individual, high - net - worth and institutional investors through exchange - traded funds, hedge funds, mutual funds, pooled funds, separate accounts and specialty investment strategies.

RBC GAM is a provider of global investment management services and solutions to institutional, high - net - worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange - traded funds and specialty investment strategies.

• High net - worth clients are increasingly global, with family members, bank accounts, mortgages and assets distributed across the world

• Angel investors and Venture Capitalists • Professionals from legal and accounting firms • Family office representatives • Business owners looking to become investors • High net - worth individuals • Regulators and policymakers from Greater China

2) Common trust funds (separate accounts)-- High net worth investors can hand their portfolio over to a commercial bank or investment firm that will responsibly manage their money on a one - to - one basis.

These types of investment advisors frequently have discretion on how to invest client assets but instead of managing the assets themselves, they outsource the job to asset management companies by having the clients buy mutual funds, index funds, and exchange - traded funds or, in the case of high net worth clients, opening individually managed accounts with the asset management company through a third - party asset manager platform at a global custodian.

Change in how Bridgehouse delivers high net worth pricing.New delivery method eliminates need for advisors to track thresholds and switch clients between series when an investor reaches $ 100,000 in a fund account.

The good news is that tax reforms recently passed by Congress keep provisions allowing for money to be moved from traditional IRAs to Roth accounts, which can often prove to be even more tax - friendly for high net worth clients.

Zeo provides investment management services to the fund but also high net worth individuals and family offices through its separately managed accounts.

We have hundreds of separately managed accounts for high net worth individuals and families.

It offers separately managed accounts (SMAs) for high net worth individuals, family offices, and exchange - traded funds (ETFs).

We run separate accounts for high net worth individuals.

He manages one hedge fund, Matisse Absolute Return Fund, a 5 star rated fund by Morningstar, and about 700 separate accounts, mostly for high net - worth individuals.

As part of our top tier service experience, clients of the high net - worth program receive a dedicated, professional account manager who ensures that any questions or requests are fielded right away.

If you are a relatively high net - worth investor with a large fixed - income allocation in IRA accounts, you might consider opening up IRA CDs at each of the institutions mentioned here, up to the maximum federal insurance limits.

Individual investors can open an account with Lending Club with an initial investment of $ 1,000, but other platforms are available only to institutions and accredited investors (those who can demonstrate high - earned income and net worth).

In addition to managing the fund, Towle & Co. provides investment management services to high - net - worth, family office, and institutional investors via separate accounts and two limited partnerships.

Whether serving as your Trustee if your assets are titled in a Trust, or as your investment advisor if your assets are in an Investment Management Account, we are committed to providing the highest quality investment services to high - net - worth individuals and institutions.

You can up your chances for obtaining an unsecured loan with a high personal net worth and a balance in those accounts associated with the bank you are applying for the loan.

Cambria provides investment management services through a number of portfolio strategies to high net worth individuals and institutions through separately managed accounts and private funds.

Aside from the fact that you are paid a commission you can also take advantage of the explosive growth in the demand for alternative investments by offering your high - net worth clients a managed forex account.

The final type of trading account is the VIP account which is geared towards high net worth traders or professional traders.

Managed accounts, originally created for high - net - worth clients, are now available to most investors.

Any Canadian reading this should probably use Questrade for their brokerage account unless they've got a very high net worth.

OptionSellers.com is a licensed CTA (Commodity Trading Advisor) that offers high net worth clients SMAs (separately managed accounts) where the strategy is selling options on commodities to generate income.

The advisory service aims at higher net worth clients, with an account minimum of $ 100,000, and offers access to human advisors as well as to its digital asset management advice.

Investing in income generating real estate, certain stocks and the like will make your net worth higher than leaving cash in your bank account (which will actually lose money over time based on the factor of inflation)

Financial planning, wrap fee programs and unified managed accounts are common advisory services provided in the high net worth or retail and retirement markets.

Whole life can be useful if you have a high net worth and maxed out other tax - deferred accounts.

High net worth individuals and business owners will often use permanent life insurance plans to account for estate taxes as well as business succession planning.

Tags for this Online Resume: driven, entreprenurial, innovative, team - oriented, collaborative, high - performer, consultative, C - suite, Professional Services, Services, Accounting, E&Y, Leadership, Management, Management Solutions, PCS, Accounting, Professional Services, Services, E&Y, Audit, Business Development, Consultative Sales, High Net Whigh - performer, consultative, C - suite, Professional Services, Services, Accounting, E&Y, Leadership, Management, Management Solutions, PCS, Accounting, Professional Services, Services, E&Y, Audit, Business Development, Consultative Sales, High Net WHigh Net Worth

Perform General Bookkeeping duties for variety of small business and high net worth personal accounts.

Provided accurate transaction information for client's accounts, answered complex loan questions for high net worth

King, McNamara & Moriarty, LLP, Norwood • MA 12/2007 — 2/2011 Tax Manager Performed accounting, income tax planning, preparation, and compliance services to high - net - worth individuals and small businesses including c - corporations, s - corporations, partnerships, estates (Forms 706 and 1041), trusts, limited liability companies, and nonprofit corporations.

Served as key liaison between high net - worth clients and team of financial advisors, providing ongoing support in the client acquisition processes, servicing of existing client accounts, and ongoing portfolio analysis

Kathryn spent the first several years of her career working in public tax accounting, helping high - net worth individuals and small businesses accomplish their financial goals.

Travel to various locations to discuss accounts with high - net - worth clients.

Tags for this Online Resume: Accounting, Cash Flow, Great Plains, Account Reconciliation, Bankruptcy, Documentation, Financial, Financials, High Net Worth, Management

Tags for this Online Resume: Financial, Accounting, Billing, Complaints, e-Commerce, Buying, High Net Worth, Insurance, Life Insurance, Management, sales, call center, customer service, sales associate, event specialist, customer service representative, educator, Workshop leader, financial coach, Event Coordinator

Tags for this Online Resume: High Net Worth, Inside Sales, Publishing, Sales, Web, Web Technologies, Benefits, Call Center, Business Development, Business Development Manager, business development, account executive, technical sales, account manager, sales representative, inside sales, outside sales, marketing

Tags for this Online Resume: Management, Start - ups, Accounting, Aerospace, Benefits, Budgeting, Financial, Financial Reporting, Financials, Infrastructure, StrategyM & A, Executive Management, CFO, CEO, COO, Director, Treasurer, Development, Startup, Innovation, Technology, Tax, High Net Worth Tax, Internal Controls, Audit, Risk Assessment, Fixer, Analytics, IP, Bookkeeping, manufacturing, High Tech, Government Contracting, Highly Proficient Microsoft Office

Tags for this Online Resume: Financial Planner, CPA, Financial Planning, Wealth Management, Wealth Manager, Tax, Public Accounting, High Net Worth Clients, Tax Planning

SALES AWARDS Vice President's Club Award Winner — Southwestern Bell CEO - President's Award Winner — Southwestern Bell Verizon Employee of the Month — March, April 2006 Verizon Top Representative — SuperMedia — 2005 Top Premise Representative — SuperMedia — 2009 Metroplex Highest Revenue Recovery — 2006 Irving Canvass Revenue Recovery Top CAA — SuperMedia — 2006 DFW Highest Sales Net for a New Account Representative — SuperMedia — 2009 Dallas Fort Worth Highest New / Non-Accounts — SuperMedia — 2007, 2008 Bahamas Trip Winner Aruba Trip Winner

Cohen & Grieb, P.A., is a full service firm in Tampa offering closely - held businesses and high net worth individuals a full range of professional services including Accounting, Tax Preparation & Planning, Business Consulting, and Assurance.