With offices inside of CPA firms in Washington D.C. and surrounding areas, the firm typically helps successful entrepreneurs and other self-made types by providing services that include investment and estate planning, as well as the coordination of …

Almost 25 percent of Asia's ultra–high–net–worth individuals in Asia ($30 million or more in net assets, excluding a primary residence) are considering purchasing another home in the next 12 months, according to a report from Knight Frank and Bank of …

With offices inside of CPA firms in Washington D.C. and surrounding areas, the firm typically helps successful entrepreneurs and other self-made types by providing services that include investment and estate planning, as well as the coordination of …

These people tend to be senior corporate executives, doctors, lawyers and entrepreneurs, said George Walper, president of Spectrem Group, adding that they are often significant job creators. The Boston Consulting Group previously calculated this … In …

These people are senior corporate executives, doctors, lawyers and entrepreneurs, and they are often significant job creators. The Boston Consulting Group previously calculated this segment, net worth from $20 … In Y 2013, mass affluent clients, who …

With offices inside of CPA firms in Washington D.C. and surrounding areas, the firm typically helps successful entrepreneurs and other self-made types by providing services that include investment and estate planning, as well as the coordination of …

Clients span fresh-minted entrepreneurial successes to established business owners. Some have achieved ultra–high net worth status, for which the term “If you have to ask …” was invented. A company seminar titled “Raising Philanthropic Kids” might …

According to Toral Munshi, head, India Equity Research, Credit Suisse Wealth Management, fixed income has been a key financial asset for ultra high networth individuals (HNIs) and will continue to be so in the next 6-12 months. Equities will only see …

The report stated that 27 percent of ultra–high–net–worth business owners, with personal assets above US$18 million, had already emigrated, while another 47 percent were considering emigration. Nearly 60 percent of high–net–worth business owners with …