Wealthier, or so-called high net worth clients, need a financial plan as much as anyone. And their wealth can provide different opportunities as well. Jeff and Camille discuss why these opportunities are so important not only now, but in passing a legacy down in a tax efficient manner. They also take a look at timeless advice with historical quotes from famous people.

The Monolith Money Show Podcast

Jeff Mitchell and Camille Butterfield

High Net Worth Planning - April 19, 2025

APR 19, 202524 MIN
The Monolith Money Show Podcast

High Net Worth Planning - April 19, 2025

APR 19, 202524 MIN

Description

Wealthier, or so-called high net worth clients, need a financial plan as much as anyone. And their wealth can provide different opportunities as well. Jeff and Camille discuss why these opportunities are so important not only now, but in passing a legacy down in a tax efficient manner. They also take a look at timeless advice with historical quotes from famous people.