Sentences with phrase «related assets worth»

Not exact matches

«Given the sensitivity of having a $ 9 million valued asset that will be transferred with no economic benefit back to NYSERDA, and given some on going audits in, let's just call it, the business, not related to NYSERDA, is it worth having an independent opinion on this particular issue?»

«Given the sensitivity of having a nine million dollar valued asset that will be transferred with no economic benefit back to NYERDA, and given some on going audits in, let's just call it, the business, not related to NYSERDA, is it worth having an independent opinion on this particular issue?»

In considering diminished capital and credit opportunities, recipients will examine factors relating to the personal financial condition of any individual claiming disadvantaged status, including personal income for the past two years (including bonuses and the value of company stock given in lieu of cash), personal net worth, and the fair market value of all assets, whether encumbered or not.

In terms of how this relates to asset allocation in retirement, if you are comfortable with any given 5 year period being slightly below breakeven on a worst case basis, you could consider having about 5 years» worth of expenses in more liquid and safe assets and have comfort that the rest of your portfolio in stocks will at least hold their value pretty well.

The loan is how much the lender plans to lend you, and the value relates to how much the asset in question is worth.

I'll continue to monitor my asset allocation (next check - up will be at year - end, as I update our net worth and all related personal finance spreadsheets), and make adjustments for the following year at that time.

It is also important for you to think that the price is not in any way related to the actual net value of the asset or worth of the stock.

Rachael Oakes heads the «top - class practice» and «is a formidable lawyer», who acts for high - net - worth individuals in matters regarding cross-border assets, businesses, complex trust structures, tax and pension - related issues.

Arbitration under the LCIA Rules for clients based in West Africa — acting for an ultra-high net worth individual investigating a claim in deceit relating to the sale of the entire shareholding of a company, which owned a substantial asset in the Caspian Sea region of the former Soviet Union.

In these pages, Brian shares his decades of experience as a family lawyer and his in - depth knowledge about divorce - related tax issues with other family law attorneys as well as high - net - worth individuals facing divorce, offering information to help them avoid tax traps and preserve their assets through the process.

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

As it relates to asset protection strategies, think of the work you do with a legal adviser who, upon considering factors such as net worth, estate planning issues and taxation will offer advice regarding entity and ownership issues.