Business Assets, Estate and Wealth Planning
... are Wealth Management Considerations for Business Owners? Affiliation What are Wealth Management Considerations for Business Owners?
A fundamental question that can be asked is what is wealth management? Various definitions have been given. However, according to Dun and Bradstreet (2009), wealth management is service that is all-encompassing so that it shelters, optimizes, and manages the financial aims of a company, person, or a household. The relationship it fosters is a committed and a lasting one for the long-term through maintenance of all the requirements of the customer. Through it, the management of debt, flow of cash, tax plans, investment and retirement solutions is ensured. T...