Sentences with phrase «with high net»

I partner with the high net worth individual on an agreed upon plan to pay them a % of the deal and come up with an exit strategy for them (usually 3 - 5 yrs) to relive them of the debt liability.

For an active investor like myself, at times I need a partner with a high net worth to offset my DTI for bank loan approval.

Peter C. Lewis, founder, chairman and president of Wharton Equity Partners, talks about how his firm courts and manages relationships with high net - worth investors and family offices and how they are approaching commercial real estate.

She has extensive experience with high net worth situations as well as highly contested divorce.

* Confidence to be the face of the business when dealing with high net worth clients to build lasting relationships.

Positioned to cultivate relationships with high net worth clients, drive market share, optimize retention, develop sound processes and procedures and secure customer loyalty.

Key Highlights: • Strategically established, managed and deepened relationships with high net worth clients.

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.

I am a professional Executive assistant, and have worked with high net clients and companies.

You deal with high net - worth clients that are backed by Fortune 500 corporations.

Met with high net worth clients to go over the new programs in detail and answering any questions or concerns they might have had.

Built and maintained relationships with high net - worth clientele.

• Excellent closing skills and relationship building capabilities with high net worth clients, galleries, antique shops and exclusive sources for unique decorative arts.

Cultivate relationships with high net worth clients through referrals, networking and personalized service.

Represent company values when networking with high net worth partners and government regulatory bodies

Some snowmobile riders, especially those with a high net worth, are concerned about the liability limits of their policy.

One strategy to fund an ILIT that may be more common with high net worth household is using a second to die life insurance policy to fund an ILIT.

This plan is specifically designed for individuals with high net worth.

Investors with a high net worth would also do well to consider using cash value insurance as a mechanism to avoid the estate tax.

But while universal life policies do have their place, and are useful for some investors (usually those with a high net worth), they come with the peril that their costs can increase exponentially over time making them unaffordable, or at least non-worthwhile investments.

In addition to a business partner policy that will buy out the surviving spouse, it is important for people with high net worth to purchase an individual life insurance policy as well.

Term life insurance is great for most people — it's simple and affordable — but people with high net worths might consider looking into permanent life insurance policies like whole life insurance.

At Vardags, we regularly deal with high net worth cases involving significant incomes and large asset bases.

Andrew Jones is a private client lawyer specialising in the tax and estate affairs of farmers, entrepreneurs, international clients and those with high net worth.

Our experience of dealing with high net worth divorces - securing landmark rulings in some of the highest courts in the land - makes us well placed to help you.

We are also often instructed by private individuals and families wishing to live in the UK, with particular experience in dealing with high net worth families.

The key takeaway from this case is that you need a senior lawyer familiar with high net worth issues and specifically someone familiar with how a large Calgary matrimonial property award impacts spousal support and self sufficiency.

I also have a specialist practice working with high net worth private clients.

At Buddle Findlay, we work with high net - worth individuals and families to help protect their assets for generations to come.

Working with high net worth individuals and their companies, we can handle all aspects of commercial and civil litigation.

The most common sources of ethics complaints generally have little to do with outcomes and a lot to do with basic client service, after all.3 It stands to reason lawyers with a high Net Promoter Score is less likely to have those problems.

Among other exemptions will be agreements with high net worth customers (see 157 NLJ 7279 p 934).

There are some options for our lowest - income individuals, and those with a high net worth have access to capital, hence counselors, but everyone in between, the majority of Americans, go unrepresented.

Gross $ 270,000 with high net.

While I loved working with high net - worth clients, my ultimate passion is to provide the same duty of care, service, and expertise to high - achieving professionals who aren't rich yet.

Life insurance is for all sorts of people, and those with a high net worth can still benefit from it to leave an inheritance or donate to charity, as long as they make some special considerations along the way.

Severian works with high net - worth partners, but very selectively.

That's what it's like with a high net worth and no financial plan or goals.

They also work with high net worth individuals.

Rather than qualifying for the higher, posted rate, these buyers could qualify for the loan based on the much lower discounted rates, explained Calum Ross, a Toronto - based independent mortgage broker, who works with high net worth clients as a dually licensed wealth advisor (with his MBA) and mortgage broker.

But, unless you are an investor with a high net worth or an extraordinary understanding of a particular collectible or asset, dabbling in alternative investments can be risky and a costly endeavor.

Individuals with a high net worth are also seizing hold of the trend.

Mr. Barulich's law practice focuses on estate planning clients with high net worth, business owners, and people with significant financial interests in high -...

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.

I feel a lot more secure with a high net worth as opposed to a high salary as well.

When crowdfunding real estate first became in vogue, most platforms only accepted accredited investors with a high net worth to invest in the projects.

Since that time he conducted numerous studies of the affluent and focus group interviews with high net worth respondents for a majority of the top 50 financial institutions in America.

The simple truth is that if you are looking for a mate with a high net worth, there are several millionaire dating sites that can help you find the perfect match.

This website is focused on helping individuals who are interested in a serious relationship to connect regardless of their income level, but it caters to connecting you with high net worth individuals.

It helps you in identifying the worthy singles with high net value.