Advisers to Clients: Don’t Hide the Wealth

Posted date: August 01, 2016 In: QuickPress

Don’t Lose This Important Group of Clients

The majority of children who inherit money don’t retain their parents’ advisers. Joe Sicchitano, from SunTrust Bank, discusses how advisers and clients can take several steps to avoid this outcome, such as proactively communicating and working early to establish a relationship.

To read the full article in FinancialPlanning, click: Advisers to Clients: Don’t Hide the Wealth.

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National Association of Certified Valuators and Analysts

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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