Managing the Unique Needs of Ultra-High-Net-Worth Clients Reviewed by Momizat on . Illiquid assets may constitute a sizeable chunk of the assets owned by ultra-high-net-worth clients, who often have different needs than other clients in areas Illiquid assets may constitute a sizeable chunk of the assets owned by ultra-high-net-worth clients, who often have different needs than other clients in areas Rating: 0
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Managing the Unique Needs of Ultra-High-Net-Worth Clients

Posted date: January 30, 2018 In: QuickPress

Illiquid assets may constitute a sizeable chunk of the assets owned by ultra-high-net-worth clients, who often have different needs than other clients in areas such as data aggregation.  In many cases, these clients are especially focused on cash flow and philanthropic issues.

To read the full article in FinancialPlanning, click: Managing the Unique Needs of Ultra-High-Net-Worth Clients.

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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