First, work with legal and tax advisors early in the sale process. Next ... financial planning and wealth management firms. Do I qualify?

Wealth management services cater to affluent individuals ... Another significant step in the process of hiring a wealth manager is knowing (and understanding) the fees you'll be expected to ...

Many would argue in the negative and say private wealth management is just a fancy term ... capable of taking the lead in the wealth planning process," Imboden says. "This requires advanced ...

"Wealth managers often act as a focal point for the planning process, referring the clients to specialists in areas of taxation, risk management and estate planning as needed by the clients," he says.