ELITE ADVISOR BEST PRACTICES

Wealth Protection

Advanced planning to ensure the safety of your clients' assets

One major area of financial concern for the affluent, beyond investments, is wealth protection. Wealth protection comes down to ensuring that the assets of your high-net-worth clients are not unjustly taken. It includes all concerns about protecting the client’s wealth against catastrophic loss, potential creditors, litigants, children’s spouses and potential ex-spouses, and identity thieves.

These resources from CEG Worldwide’s Wealth Management Council provide a range of perspectives and insights on wealth protection.

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Help Your Clients Protect Their Wealth

Go beyond investment consulting and ensure your clients and their legacies are protected.

Wealth Protection

Differentiate and address a major concern of the affluent: wealth protection.

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