STRATEGIES FOR FAMILIES WORTH $5 MILLION TO $500 MILLION
The insights you’ll discover from our published book will help you integrate a variety of wealth management tools with financial planning, providing guidance for your future security alongside complex financial strategies, so your human and financial capital will both flourish.
Clients frequently share with us how the knowledge gained from this book helped provide them tremendous clarity, shattering industry-pitched ideologies, while offering insight and direction in making such important financial decisions.
Pleasanton is a town in California with a population of approximately 80,000 people. It is located in Alameda County and is judged as one of the best places to live in California. With over 60% of its population having a bachelor’s degree or higher, and s median household income of $150,000, Pleasanton is very wealthy.
As a result of this affluence, there are a lot of organizations and individuals in the area that offer financial services. However, as a person with high net worth, you need to be careful about who you trust to handle your wealth. The Ultimate Guide was designed in part to help you understand everything it means to ‘trust’ someone with your wealth. You aren’t just trusting them to not be a crook. You’re trusting them to not be incompetent, or self-serving, or have conflicts of interest. Most of all, you’re trusting them to use a proven process for creating customized portfolio plans for high net worth investors like you.