Selling Your Business

An individual or family is considered an “ultra-high net worth” client if they have investable assets of $10 million or more. The distinction between a “high net worth” client and an “ultra-high net worth” client is important because once a client has investable assets of $10 million or higher, their financial planning needs change and expand.

Investor Education: Restricting Your Children’s Access to Trust Income

By Wayne Cooper Today we are going to discuss restricting your children’s access to trust income. Trust income is generally the income earned by the trust in the form of interest and dividends. Parents today are concerned the large inheritance will not empower their children to succeed but instead could enable their children to sit back and do nothing other …