))
Tax Planning For Wealthy Americans with Neil Jesani
Manage episode 493485197 series 3510168
Content provided by Graham Rowan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Graham Rowan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
For a long time now I’ve been telling my high net worth clients that, as their wealth increases, they need to upgrade their advisory team. Too many families remain loyal to accountants and tax consultants who do not deal with clients of a similar profile. My guest today only deals with American clients earning $2 million plus a year, providing a mix of tax advice and wealth management designed to help them hang onto as much of their hard earned dollars as possible. His practice embraces how to structure your business and investment affairs to best effect, dealing with an exit from your business and planning the transfer of wealth to the next generation. He’s a Forbes Council member and author of the best selling book Win The War For Money And Success. His name is Neil Jesani.
Want to learn more about using business and investing to build the lifestyle and legacy you deserve? Subscribe to my free Escape Velocity newsletter on Substack here.
21 episodes
Share
