Families tend to have children and or grandchildren or…
Families tend to have children and or grandchildren or nieces and nephews who may have needs to invest as little as $10,000 or $13,000 a year from their annual gifting. Our asset allocation model allows us to do that.
— from Expanding Your Range (Growth/Change/Education/Learning/Habit) · The Family Office- Investing Capital for the Ultra Affluent written by Richard C. Wilson
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