Sentences with phrase «include wealthy clients»
The arrangement can be quite lucrative for advisors with mature practices that include wealthy clients.
https://www.thewealthadvisor.com/ Not exact matches
Betterment has shifted its strategy to capture clients from much larger money managers, including Charles Schwab and Morgan Stanley, who skew older and wealthier.
Uber's investors also include TPG Capital, the Public Investment Fund of Saudi Arabia, mutual fund giants like BlackRock and wealthy clients of firms like Morgan Stanley and Goldman Sachs.
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.
Many financial advisers who favor low - cost, broadly diversified and tax - efficient portfolios for wealthy clients are switching from no - load index mutual funds to exchange - traded funds, or at least including ETFs in the portfolios.
For many people who come into sudden wealth, «the initial instinct is to spend the money like it is going to last forever,» said Horrigan, a certified financial planner whose clients include business owners, doctors and other types of wealthy individuals.
Uber has drawn capital from a wide variety of investors, including traditional venture capital firms, mutual fund giants like BlackRock and wealthy clients of firms like Goldman Sachs and Morgan Stanley.
These clients can include governments, corporations, financial institutions and some of the more wealthy individuals all over the world.
His clients include some of the wealthiest and most eccentric women in Texas, and while they all throw themselves at his feet, he has remained loyal to his lovely wife, bestowing her with everything her heart could wish for.
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.
Let's assume one property is owned by a recently widowed client who wants a passive income; one by a wealthy investor with a low tax basis and no mortgage; and one by a developer of a large equestrian ranch that is not selling, and foreclosure is in process on all his assets, including the condo which he borrowed against.