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Private Wealth Management: The Many Steps to Staying Rich
- Article from:
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New Jersey Business
- Article date:
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August 1, 2008
- Author:
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Copyright informationCopyright New Jersey Business & Industry Association Aug 2008. Provided by ProQuest LLC. (Hide copyright information)
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The rich really are different from the rest of us ... At least when it comes to managing their money. Though people at all income levels and in all net asset categories need some form of help with their finances, those with a lot of liquid assets (or substantial net worth that might not be liquid) generally face more complex choices. Such choices require frequent and customized professional advice about taxes, asset allocation, passing wealth along to others and monitoring changes in laws and markets.
Not surprisingly, especially in high-income states such as New Jersey, a number of institutions and professionals have come forward to help with these complex issues. They include banks, CPA ...
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