Elite Wealth Planning

Leveraging Thought Leadership to Build Profitable Partnerships with Attorneys and Accountants

The Super Rich—those with a net worth of $500 million or more—have much to teach about their approaches to building and protecting wealth. Elite Wealth Planning: Lessons from the Super Rich reveals those strategies and how they can be applied by those of lesser wealth. Designed for affluent families or anyone with a complex financial situation, Elite Wealth Planning helps position advisors as the elite wealth planners readers will want to work with.

Real Advisors. Real Results.

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