Building an Exceptional High-Net-Worth Practice gives you the state-of-the-art processes and strategies that can be transformational for your accounting practic

This work explains what constitutes an ultra high net worth individual and how to provide financial services to these wealthy individuals.

The author is convinced that there is a ruling class in America today. He examines the American power structure as it has developed in the 1980s. He presents sy

A compelling look at a new class of the affluent - the middle-class millionaires – whose attitudes and values are influencing and reshaping American life In t

Are you a high net worth individual? Then the wealth management rules are different for you. Mark Tepper rightly assures us that we should all consider ourselve