From OWS Magazine | November 2006 Issue
By Jack Sharry
November 1, 2006 - What are the top financial planning issues confronting your high-net-worth clients today? That answer will vary by individual, of course, but maybe not as much as you think. The well-heeled are by no means a one-size-fits-all market--far from it--but there are some traits they share when you look at them by age and net worth."