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123 | The 4 Big Buckets of Wealth Management

The Obvious Choice

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Wealth Management Entities and Structures

This chapter delves into the different entities involved in wealth management, including active companies, holding companies, and trusts. The speaker emphasizes the importance of having a good accountant and legal counsel to navigate government regulations and protect against financial difficulties. They also discuss the benefits and strategies of restructuring businesses and incorporating family members for tax advantages.

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