Holistic Wealth Planning
Integrating financial planning with life goals, legacy planning, and well-being to create a comprehensive wealth strategy for high-net-worth individuals.
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Why It Matters
AI-driven investment platforms optimize returns, but ultra-high-net-worth clients need human advisors who navigate family dynamics, philanthropic goals, and multi-generational wealth transfer.
How to Get Started
Build on CFP certification with advanced credentials like CPWA (Certified Private Wealth Advisor) or CFA. Develop expertise in trust structures, family governance, and impact investing.
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