Sentence examples for wealth plan from inspiring English sources

Business owners and board members should consider each family member's interest in the wealth plan, and how they fit into the business plan.

They've created a "wealth" plan for their rich benefactors.

When my client's come to me stuck in their businesses and can't seem to profit, I start by developing a wealth plan based on their money mindset.

Wealth planning is billed as a fee for service with some sort of retainer agreement.

"We are having this come up daily," said Mitchell A. Drossman, national director of wealth planning strategies for U.S. Trust.

The reason is the sheer complexity involved, suggests Suzanne Shier, chief wealth planning and tax strategist at Northern Trust.

Mitchell A. Drossman, national director of wealth planning strategies at U.S. Trust in New York, said, "Plan for what we know, not for what we think might happen".

Their main concern is that it will it rob their children of motivation, said Catherine McDermott, senior wealth planning strategist for Wells Fargo Private Bank.

"There is no such thing as asset protection," said Jason Cain, head of the family wealth planning group in the central region for Credit Suisse Private Banking USA.

Woon Shiu Lee, head of wealth planning, trust and insurance at Bank of Singapore, said it was important for clients to remember that once they set up a structure for private wealth planning purposes, they are no longer the legal owner of the assets within the structure.

John D. Dadakis, a lawyer in the wealth planning practice at Holland & Knight, said collectors and other passion investors typically made two mistakes when it came to estate planning.