Private Asset Management | The pipeline to the affluent
July 30, 2010

Asset Allocation Trumps Tax, Estate Planning  11/17/2009

--Kristen Oliveri

High-net-worth investors, particularly those within single-family offices, tend to neglect tax, trust and estate planning and not review them as often as asset allocation, according to a panel at this month’s Family Office Association’s Fall Summit. “Good planning can often make you more money ...

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