Submit a Firm

Q&A

Please provide the answers provided by the firms to the questions below. If they did not provide a response, please leave that field blank.

Do you focus on a particular industry or client type?

What is the name of a principal person who helps people who come into money?

How many years of experience does that person have?

Does that person have any relevant personal experience he or she would like to share?

Please share any books you’ve written, talks and seminars you've given or awards you have won.

What is your approach when working with clients who come into money?

Is there anything else you would like to share with people looking for help in the area of sudden wealth?

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