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How financial advisors can get family offices and high net worth individuals as clients

Sara Grillo

JUNE 7, 2024

Several of the wealth managers had specialists in-house such as: Chief Philanthropic Advisor, Head of Tax Planning, Family Legal Counselor, Trust Officer If you can’t hire these specialists, work out an arrangement with a close third-party with this expertise. Wear a suit and present yourself conservatively.

Financial Advisor 52
Financial Advisor Clients Executive Compensation Compliance 52
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What Executives Need to Know About Performance Awards

Zajac Group

MARCH 3, 2023

Each award can be highly customized, so you’d do well to consult with an independent advisor or attorney skilled at deciphering performance award terminology. Unpacking Performance Shares Broadly speaking, performance shares are awarded to executives as part of a compensation package. This can trigger additional tax planning.

Taxes 52
Taxes Tax Planning Planning Executive Compensation 52
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