Common sense isn't all that common. Many of the rules about behavior around high-net-worth individuals holds for the rest of polite society. If you enjoyed my previous article, 10 Things Never to Say to Wealthy Clients, here are 10 more lessons — many I learned from personal experience. Despite all these things not to say, it's not really that difficult to make conversation with HNW individuals. Just avoid accidentally putting your foot in your mouth.
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Year-end 2024 Tax Topics Checklist