Sentences with phrase «just high net worth»

«The new regulations will allow us to access not just the high net worth investors, but anyone who wants to invest in our deals,» says Ben Miller, chief executive of Fundrise.

Contrary to popular misconception, EVERY household needs some estate planning and NOT just high net worth people.

Contrary to popular misconception, EVERY household needs some estate planning and NOT just high net worth people.

This is true for the average consumer, not just high net worth individuals.

Not exact matches

«For most of the last 80 years, venture as an asset class has been really difficult for the average investor to get in, unless you are a high net worth individual, unless you get the deal flow, you are part of an angel group or you invest into VCs, you just didn't have access into this asset class,» Wang says.

Just ask Drew Nordlicht, partner and managing director of HighTower, an investment services company for high - net - worth people in San Diego.

What's more, just last week the SBA hosted 16 business accelerators in Washington, D.C., to pitch their programs to high - net - worth organizations to raise money.

My mind starts spinning when I think of all the options, but I know that it's not enough to just keep working hard on all my different projects and save as much as possible — I need more of a blueprint towards a higher net worth.

Just because you have a high income does not automatically translate into high net worth.

We have just lived through the first leg of the bull market in India and as with all bull markets there is no dearth of fund managers, individual investors, sovereign funds, high net worth individuals etc. who have done exceedingly well for themselves and their investors.

This makes sense, since often times, high net worth individuals seek the safety and yield of munis, and the market infers a slight spread above Treasuries since a municipality is more likely to default on a loan than the US government, which can always just print more money under the US Fiat currency model.

Just don't forget the high net worth home insurance when putting the magic back into the bedroom or keeping the pets entertained.

Martha is a high profile celebrity and it's very easy for someone to target Martha just based on her net worth and fame alone.

Building a high net worth isn't just about generating wealth.

Just curious because I feel like it can make a big difference and possibly put people much more quickly into a high achiever net worth percentile.

But unlike Personal Capital, Mint is aimed at more of a mass market and people who are just starting out, rather than high net worth investors.

If the OP were a high net worth client trying to save his estate tax exemption, this (Dj's) strategy works just fine.

Because they don't have enough money to get the fee reductions that higher net - worth individuals get, he says, most are just slotted into a balanced fund that may or may not perform up to the standards of more sophisticated investors.

She continues, «It's a different kind of philanthropic model... if we're serving not just thousands of people, but hundreds of thousands of individuals, that's an investment that I think companies and high net - worth individuals would want to get behind.»

Survey of more than 3,000 high - net - worth individuals finds just one in four have plans in place to transfer their wealth to the next generation

Mr. MacLean handles high net worth family cases and takes them to the highest level to ensure a just result for his...... Read Full Post

High net worth individuals are not just concerned with preserving wealth for themselves, but for future generations — particularly when trusts and inherited property are concerned.

Ironically, the recent debacle where 9 out of the top 10 CNBC «Fee - Only» firms actually receive insurance commissions is just another illustration of how common this approach actually appears to be amongst large RIA firms serving high net worth clientele.

Obtained 45 new clients over a period of two years via recommendations and relationship building with both high net worth individuals as well as those just starting out.

That said, there are those who say the guys on Million Dollar Listing (at least until newcomer Josh Altman's appearance) look like they just came from a yoga session to show high net worth clients multi-million-dollar homes.

«A lot of high - net - worth individuals had already taken money out of the stock market because it was getting just too hot,» Pallier, the principal of Sydney Sotheby's International Realty, said.