Sentences with phrase «include high net worth»

Legal 500 also describes Debra Emery, head of our family team, as «knowledgeable and thoughtful» and «thorough with a sound grasp of the most complex issues - clients include high net worth individuals.»

Our clients include high net worth individuals, professional and corporate trustees, wealth management professionals, private equity firms, mutual funds, regulatory and compliance consultants, and insurers.

My clients include high net worth individuals and their families who would like to understand how to arrange their affairs to best protect and organise them for future generations which involves dealing with many different issues, including tax considerations.

These competitors often fall into one of the aforementioned categories but in some cases may represent new types of investors, including high net worth individuals, family offices and state - sponsored entities.

Our areas of expertise are in Investment Banking, Wealth Management and Corporate Advisory and we serve a wide range of clients, including high net worth individuals, family offices and small to medium sized regional businesses.We are valued by clients across the Middle East for our full spectrum capital markets offerings and for the extensive, global experience of our Board and the management team.We are respected for our commitment to building long - standing and successful relationships with our clients and for delivering services that are tailored to their individual needs and requirements.We understand the importance of integrity in promoting and building sustainable businesses and in cultivating personal relationships with all stakeholders, and are committed to generating value for our clients.Morgan Gatsby is regulated by the Dubai Financial Services Authority («DFSA») and is owned by Essel Group ME («EGME»), which is pending authorization.

Our areas of expertise are in Investment Banking, Wealth Management and Corporate Advisory and we serve a wide range of clients, including high net worth individuals, family offices and small to medium sized regional businesses.

EXPERIENCE: We work with hundreds of clients and maintain over $ 1.5 billion in assets under management *, including high net worth families, trusts, and non-profit organizations throughout the United States.

He provides services to a range of clients including high net worth individuals and privately owned companies, recently advising on:

Jade acts for both national and international clients including high net worth individuals and large corporations.

A partner since 1985, he has served a wide range of clients, including high net worth individuals and companies in industries such as energy, real estate, telecommunications, transportation and professional services.

Roslyn's client base includes high net worth individuals with complex asset or compensation structures and international clients who reside outside of Canada.

Our attorneys are experienced in the trial and settlement of a wide range of divorce cases, including high net worth cases involving complex financial and tax issues.

Low Murchison Radnoff LLP's Estates and Succession Planning Practice Group is well - versed in estates and succession planning for clients of all income - levels, including high net worth individuals.

Her particular areas of expertise are wills, covering areas such as tax planning, providing for disabled beneficiaries and other complex or unusual circumstances, administration of estates, including high net worth cases involving agricultural and business property, deeds of variation and elderly client issues, including community care, asset protection trusts, powers of attorney and court of protection.

Steve's prac - tice is devoted to com - plex family law litiga - tion including high net worth divorce cases, financial issues, spousal and child support, high conflict custody dis - putes, and dissolution, including non-marital and domestic partner - ships, adoptions, child abandonment and pa - ternity and will and trust administration.

Not exact matches

U.S. Trust has put out similar surveys for about two decades, but this is the first one to include data on high net worth business owners and executives, it says.

Investors include selected insurance companies and pension funds, high - net - worth individuals, and foreign investors.

The fintech app Acorns may be backed by high - net - worth investors including billionaire trader Steve Cohen, but its customers are far more average: Regular investors who make as little as $ 25,000 per year.

The firm has been strategically structured to provide objective and unbiased oversight of assets for a diverse group of clients, including that of high - net - worth individuals and endowments and foundations.

That could potentially make the $ 96.7 billion (or higher) price tag — which includes the $ 80 billion bid value plus about $ 16.7 billion in Time Warner net debt — worth it to Murdoch.

We provide a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high - net - worth individuals.

For one, the millennial generation, including those with higher net worth, hold significantly more cash than any other generation, according to a report by UBS issued in the first quarter of 2015.

Highland's diversified client base includes public pension plans, foundations, endowments, corporations, financial institutions, fund of funds, governments, and high net - worth individuals.

These high net worth individuals include Ankush Nijhawan, co-founder of business - to - business (B2B) travel portal Travel Boutique Online; Rahul Khetrapal, who runs several casinos in Goa under the brand Casino Pride; Gaurav Bhatnagar and Manish Dhingra.

Cerberus and its affiliates manage over $ 30 billion for many of the world's most respected investors, including government and private sector pension and retirement funds, charitable foundations and university endowments, insurance companies, family offices, sovereign wealth funds and high net worth individuals.

For example, Chase offers private banking services that include complimentary financial services for high net worth clients.

I was a private Wealth Manager and worked with ultra high - net worth individuals and families managing their entire wealth picture including their finances, investments, tax and estate planning needs.

But as of 2010, the average dairy farm's net worth was well over $ 2.5 million, the average poultry / egg farm's net worth was almost $ 4 million, and the net cash income of the average dairy, poultry or egg farm (over and above net worth of assets) was also far higher than that of the average Canadian family (in 2010, net income, including after family wages, was more than $ 130,000 for dairy and over $ 150,000 for poultry and eggs).

Our Investing & Lending business includes approximately $ 31 billion of direct loans, primarily extended to corporate clients and high - net - worth individuals.

He started his career in the division of SEB Asset Management, one of the largest Scandinavian banks, as an Investment Strategist, managing a sizable portfolio for a sophisticated investor base, including pension funds and high net worth individuals.

This session presents real cases of cyber-extortion waged against corporate and high net - worth individuals, including hacking techniques for full network compromise and deployment of ransomware kits.

He consults high net - worth individuals, corporations, lottery winners, 501c3s and charitable organizations, as well as other professionals, including doctors, attorneys, professional athletes, and celebrities.

Lauren consults high net - worth individuals, corporations, lottery winners, 501c3s and charitable organizations, as well as other professionals, including doctors, attorneys, professional athletes, and celebrities.

Clients of EMDs include companies, institutional investors, accredited investors (sophisticated or high net worth individuals who are eligible to trade securities in the exempt market), or eligible investors who are qualified to purchase exempt securities pursuant to an offering memorandum.

Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.

Osberg parlayed a gift for the game into a series of business opportunities and high - powered «elephant bumping» that includes Warren Buffett and Bill Gates, billionaires whose net worths clock in at $ 74 billion and $ 90 billion, respectively.

«Shaka's investor group now includes three industry players and three high - net - worth individuals, and the company is aligned for a significant capital raise to pursue national and international expansion by the end of the year,» she added.

Brynwood Partners currently manages more than $ 725 million of private equity capital for its limited partners, which include U.S. and international pension funds, fund - of - funds, endowments, high net worth family investment offices and financial institutions.

Out of the 27 states with MWBE programs, New York is one of only two states that experienced the highest scrutiny standard — a disparity study — that has included a personal net worth limit in its law, according to the disparity study findings.

Canadians with a high net worth and significant holdings in US assets (including ETFs listed on an American exchange) may be subject to estate taxes levied by the Internal Revenue Service.

If your net worth, including life insurance, is relatively high (in the millions) owning life insurance on each other, versus owning one's own policy, is best so it's not included in your estate.

He consults high net - worth individuals, corporations, lottery winners, 501c3s and charitable organizations, as well as other professionals, including doctors, attorneys, professional athletes, and celebrities.

Lauren consults high net - worth individuals, corporations, lottery winners, 501c3s and charitable organizations, as well as other professionals, including doctors, attorneys, professional athletes, and celebrities.

High net worth: Those with US$ 1 million to US$ 5 million of investable assets — not including the primary residence and other hard assets like cars or jewelry.

The High Net Worth section in today's Globe and Mail included a column on MICs that pointed out that the existence of publicly - traded MICs.

We also offer wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services to high - net - worth individuals and families.

Included in this group are sell - side research firms with broker operations, NYSE and Nasdaq trading desk positions of investment banks, investment banking client desks that execute buyback programs on behalf of corporations, private client firms that essentially act as custodians for high net worth individuals, and brokers that sell unit investment trusts or exchange traded products.

The Asset Management Group segment includes personal wealth management for high net worth and ultra high net worth clients and institutional asset management.

They offer a broad range of fixed income related strategies and solutions for a wide array of global clients including pension funds, government and financial institutions, family offices, high net worth individuals, endowments and foundations, and retail clients.

My Journey to Millions is an 8 year old personal finance blog focused on topics including basic personal finance issues, advanced insurance planning, high net worth estate planning.