Thank you all !
I realize that one single stock concentration must be fixed and I'm working on it..
Meanwhile I was hoping to hear some specifics based on the real life experience from some of the HNW/UHNW individuals. Some ideals that I can do some research to educate me prior to meeting with professionals like Estate Attorney, CPA etc
I realize that one single stock concentration must be fixed and I'm working on it..
Meanwhile I was hoping to hear some specifics based on the real life experience from some of the HNW/UHNW individuals. Some ideals that I can do some research to educate me prior to meeting with professionals like Estate Attorney, CPA etc
Statistics: Posted by WeathKeeper — Mon Jul 15, 2024 8:55 am — Replies 23 — Views 3534