Sentences with phrase «wealthy clients»

As we discussed earlier, successful lawyers working for wealthy clients would not find their lives changed much.

Back when I practiced law, I worked with a smart, extremely wealthy client who'd get angry fast.

I've advised wealthy clients and worked for money manager firms.

Founded in 2013, the company manages assets worth $ 30 billion with over 200,000 of the world's most wealthy clients.

1 Search online to find out what dating services cater to wealthy clients in your area.

It's much easier to do business with clients who grow into their wealth than try to attract new wealthy clients.

Nonetheless, even wealthy clients will need to analyze their overall tax picture, FA magazine writes.

The arrangement can be quite lucrative for advisors with mature practices that include wealthy clients.

I don't think that's particularly likely unless you're dealing with wealthy clients.

In the 1970s, Warhol's nightly forays to the legendary nightclub Studio 54 cemented his celebrity aura and provided a flow of wealthy clients for his flourishing business of commissioned portraits.

faces criminal investigations in the US, France, Belgium, and Argentina for helping wealthy clients across the world evade hundreds of millions of pounds worth of taxes

In the course of my career, I spent a number of years as a «Wealth Adviser» for a large money center bank, the purpose of which position was to advise wealthy clients on how to invest their money and then shift their assets down the generational ladder.

They may defend themselves by saying that they offer specialist guidance to their very wealthy clients who want to make solid financial investments, but there's just one piece of advice the kind of person who has millions on hand to spend on art needs to know; buy Warhol, Basquiat, Koons, and Richter.

Estate plans may range from a simple will - based estate plan for clients with modest estates to a complex estate plan involving family limited partnerships and tax - driven trusts for more wealthy clients.

As far back as 2005, BusinessWeek reported that discount outfits had eroded the profit margins of stock brokerages, such that only wealthy clients got much face - to - face attention and stock brokers were «an almost extinct breed.»

The difference is PLS listings can only be accessed by wealthy clients, and ideally can't be found anywhere else.

Being a very successful career woman, Susan spent more than 100 hours a week telling powerful and wealthy clients how to improve their bottom line.

In addition, the Kushner Companies confirmed longstanding relationships with two major Israeli banks that have been investigated by U.S. authorities for allegedly helping wealthy clients evade U.S. taxes.

In Bach's opinion, credit - based insurance scores are just a proxy for income and that since insurance companies typically prefer wealthier clients, using credit as a rating factor may allow insurers to charge economically disadvantaged consumers more for insurance.

It's used by a wide range of people worldwide, from Afghan women entrepreneurs to accredited universities and even the private Swiss bank Falcon, which allows wealthy clients to exchange and hold bitcoin with their bank accounts.

They generally served only wealthy clients.

«Wealthy clients expect a broad range of services in one place, and they expect them to be executed in a single, cohesive strategy,» says Miller.

Shiff's wealthy clients still sign up because they've seen a 10.2 % annualized return since 2010 after fees, compared to the S&P / TSX's 7.9 % five - year annualized total return.

«While most wealthy clients do not like to travel in groups, many cite the incredible relationships they build with like - minded business leaders accompanying them on their world journey,» he says.

To that end, U.S. Trust created a financial empowerment program to help wealthy clients define their goals, foster dialogue and prepare their heirs for the responsibility of receiving their inheritance.

Unlike the traditional financial services model, which prioritizes wealthy clients, WiseBanyan doesn't make money based on the size of a customer's account; instead the startup will charge for additional, a la carte services.

Doing more to promote financial wellness Bank of America's Global Wealth and Investment Management business serves affluent and wealthy clients through two leading brands in wealth management: Merrill Lynch and U.S. Trust.

According to Mr. Mitnick, Mr. Trump's use of net operating losses was no different from that of his other wealthy clients.

Unlike wealth managers, who typically help wealthy clients manage a more complex financial situation, financial planners serve many types of investors who wants help drawing up a budget and a long - term road map.

He said the swoop on its law offices, located in Panama's banking district, had begun on Tuesdayon the basis of the news reports about the offshore businesses it created and in some cases ran for wealthy clients around the world.

Banks's links to Alan Kentish and the STM set whose speciality is using offshore havens to guard wealthy clients» secrets raise new questions about his Brexit campaign.

A trio of American art students are trapped at a high - price, top - secret retreat where wealthy clients satisfy their bloodlust in this terrifying, blackly comic sequel from director Eli Roth, starring Lauren German, Bijou Phillips and Heather Matarazzo.

«TWO WEEKS NOTICE» Sandra Bullock is a neuroticly brilliant attorney and Hugh Grant is her charming, irresponsible and fabulously wealthy client in this romantic comedy.

In an effort to make the big bucks quick and easy, Danny recruits his co-worker, Adrian (Anthony Mackie), and an ex-con, Paul (Dwayne Johnson), to help him kidnap his über wealthy client, Victor Kershaw (Tony Shalhoub), and torture him into signing over all this finances.

Dr. Stanley is also chairman of the Affluent Market Institute through which he has developed research based marketing and selling strategies for identifying, attracting and retaining wealthy clients.

Lawrence Pascoe recalls a relatively wealthy client who married and fathered kids in his early 40s.

I have worked as a legal and personal assistant to the owner of an accounting / business management firm handling wealthy clients» business affairs.

JPMorgan Chase recently put money from wealthy clients into the purchase of 5,000 single - family homes for rent in Arizona, California, Nevada and Florida, the so - called «sand states» which saw the greatest collapse during the foreclosure crisis.

Goldman is seeking to give wealthy clients new ways to invest money.

A new, tech - savvy generation of wealthy clients and family offices are creating opportunities for fintech startups, challenging traditional private banks who have been slow to meet these demands.

While private banks can undoubtedly learn from this approach, it isn't enough to hire luxury executives, he emphasizes: backing from top management is essential to reinforce the organization's rethink of how it deals with wealthy clients.

Other members of the «experienced and responsive team» include Fionnuala Kenny, who is skilled at advising wealthy clients on trusts and succession matters; and Paul Baker, who is recognised for his work on offshore tax planning and is adept at advising on domicile and residency issues in particular.