Sentences with phrase «with high net worth»

She works primarily with high net worth clients who seek to retain their privacy and resolve their cases in a confidential, respectful and efficient process.

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

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

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.

It's geared towards the investor with a higher net worth, though, as they require a $ 50,000 minimum deposit.

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

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

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.

As partners, we look forward to expanding our core advisory business and leveraging direct placements with our high net worth platform.

With content focused on strategies for doctors - pretty much anyone with a higher net worth or income can benefit from listening to these shows.

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

Her practice focuses on serving professionals, business owners and their spouses with high net worth or complex financial and emotional issues.

It is important for people with high net worth to have adequate coverage.

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

We have significant experience with high net worth divorces and build on this experience to help clients at all asset levels divide marital property.

Private Client Advisors will focus on developing banking relationships with high net worth customers.

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

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.

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.

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.

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.

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

«It's not necessarily mom - and - pops in this sector, but rather relatively successful local business professionals with a higher net worth in the multi-millionaire net range.»

But because the stakes are higher with higher net worth individuals, the SEC should more judiciously monitor their interests.

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.

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.

It's usually when the rate tips past 50 per cent — which is the case in many provinces, but not Alberta — that people with a high net worth get bent out of shape, Garbutt said.

They're experienced and comfortable with high net worth families.»

As the largest Pittsburgh - based law firm dedicated solely to family law, our firm is adept at complex separation and divorce cases, particularly with high net worth individuals.

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.

Individuals with high net worth often present a unique situation that requires in depth knowldge, skill and understanding from their New York divorce lawyers.

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

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

Use of a financial planner is highly recommended in those cases with higher net worth marital estates.

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.

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

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

Kelly therefore brings a wealth of experience working with high net worth clients on myriad immigration issues.

When it comes to business life insurance and insurance for people with high net worth, spending up to hundreds of thousands a year on life insurance is really not that uncommon.

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.

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

They also work with high net worth individuals.

For one, the millennial generation, including those with higher net worth, hold significantly more cash than any other generation, according to a report by UBS issued in the first quarter of 2015.

Our services allow investment counsel & portfolio managers (ICPM) to foster closer relationships with high net worth clients, in a safe and competitive free haven.

Personal Capital gives clients the ability to manage their investments on a consolidated basis, focusing on customers with higher net worth.

I would prefer the.5 % with the highest net worths, but this definition makes it easier to find data.