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Article with key due diligence questions to help consumers and their advisors determine exactly who and what an Asset Protection planner is, how to avoid amateurs and common mistakes and how to pick the best help in a complex...more
A new fiscally transparent company is now available in New Zealand. A "look through" company is expected to be very useful in an international wealth structuring context in the same way that "offshore" or "international...more
Remember the law practice of your dreams?
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By the time I sold my firm, I was doing very little of the day to day activities of the business myself, which meant I only had to work 2-3 days a week.
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Take a moment and consider the following:
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One of the easiest ways to continue the momentum after successfully engaging a client is to thoroughly automate the client service process.
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