High-net-worth wealth planning strategies for business owners Introduction High-net-worth wealth planning requires a holistic approach. Clients today expect family office services to coordinate assets. This article highlights how wealth preservation strategy ensures legacy in a complex, global financial environment. Integrated Portfolio Management Active portfolio oversight frees fami... https://high-net-worthwealthplann14578.bloginwi.com/71110183/family-office-services-approaches-for-executives