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By Lewis Schiff |
March 1, 2008
To work with high-net-worth and ultra-high-net-worth clients, you need both a deep understanding of a family's complex emotional dynamics and a comprehensive spreadsheet of a...
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By Patrick A. Ungashick |
May 1, 2007
As an advisor, you have a quiver full of legal and financial strategies to help clients disengage themselves from their closely held businesses. However, these...