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2. Expert Wealth Management Solutions for High-Net-Worth Individuals

   www.aol.com/finance/expert-wealth-management...

   The complex set of tax rules actually offers many ways to reduce or avoid taxes, especially for people with high incomes or net worth. Here are some common strategies. Choose Tax-Advantaged ...

3. I'm High-Net-Worth & Approaching Retirement. How Can I Make ...

   www.aol.com/high-net-worth-retirement-planning...

   An effective high-net-worth retirement plan includes calculating the savings you’ll need to support your lifestyle, optimizing your tax strategy, planning for medical care and long-term care ...

4. 8 Things You Can Do Now to Reduce Your Tax Bill - AOL

   www.aol.com/8-proven-strategies-reduce-tax...

   Effective tax planning can significantly lower your taxable income, potentially saving you thousands annually and freeing up more of your hard-earned money for saving and investing. 8 Things You ...

5. Wealth management - Wikipedia

   en.wikipedia.org/wiki/Wealth_management

   Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...

6. Wealth tax - Wikipedia

   en.wikipedia.org/wiki/Wealth_tax

   A wealth tax (also called a capital tax or equity tax) is a tax on an entity's holdings of assets or an entity's net worth. This includes the total value of personal assets, including cash, bank deposits, real estate, assets in insurance and pension plans, ownership of unincorporated businesses , financial securities , and personal trusts (a ...

7. High-net-worth individual - Wikipedia

   en.wikipedia.org/wiki/High-net-worth_individual

   The U.S. Securities and Exchange Commission requires all SEC-registered investment advisers to periodically file a report known as Form ADV. [14] Form ADV requires each investment adviser to state how many of their clients are "high-net-worth individuals", among other details; its Glossary of Terms explains that a "high-net-worth individual" is a person who is either a "qualified client" under ...