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Do You Really Know Your UNHW Clients' Spending Rate?
By
John Carey
Commentary October 03, 2024 at 03:23 PM
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What You Need To Know
- Only 10% of families with over $50 million in liquid assets know how much they're spending each year.
- Understanding client spending is essential in long-term tax and estate planning.
- It is crucial for the cash flow management plan to include insights into assets held away from the advisor.
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