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High Net Worth Individual
To get to the point, we’re talking about liquid assets and net worth. Your liquid assets – although that may not tell the whole story. You may have a considerable sum of money in the bank – money that’s not really working hard for you right now. It’s just there.
Given your high income level, you may be thinking about your future needs and financial goals. For example, protecting and growing your wealth, succession planning and of course, your retirement.