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Roles of financial advisors and tax experts for high net worth individuals

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AUTHOR: Michael Calogero on 6/29/2024

Let’s play a hypothetical – a married couple 60 and 58, with a net worth of $10M.  No debt, no children.

What roles does a financial advisor play, assuming the couple is content on how they invest?

What role might a tax expert play for planning and managing cost avoidance over time?

 

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