High-net-worth wealth planning guide for business owners Introduction High-net-worth wealth planning requires a holistic approach. Clients today expect family office services to deliver continuity. This article highlights how wealth preservation strategy drives growth in a complex, global financial environment. Integrated Portfolio Management Active portfolio oversight frees families ... https://estateplanningandtrusts24567.pointblog.net/discretionary-portfolio-management-approaches-for-entrepreneurs-84885273