You might be surprised to discover that wealthy people tend to waste money in ways that are similar to the poor or middle class. When they are not mindful of their finances, according to the leaders at Aquilance, a personal financial administration firm that serves high net worth individuals, they can spend more than they should on everyday expenses.
High-net-worth individuals from Warren Buffett and Bill Gates to Mark Zuckerburg have publicly stated they don’t plan to leave an inheritance to their children.
After rises to interest rates and other changes to the financial landscape, ultra-wealthy individuals and family offices must rethink how they invest and spend. They need to look at the whole “balance sheet.”
Aquilance, a leading provider of financial administration services for high-net-worth families, individuals, and family offices, has been selected as a winner in the 'Bill Pay' category at the Tenth Annual Family Wealth Report Awards 2023 program.
At My Accountant, we have been a leading provider of financial and administrative services for high-net-worth families, individuals, and family offices. Today, we are proud…
Ken Eyler, CEO of Aquilance, will chair a panel discussion with Jason James of Regents & Park, and Joe Andrews of RosettiStar, both top thought leaders in the security, investigation, and protection space, who will recommend best practices to safeguard wealthy families from security risks.
Please join us for an in-depth conversation with Shawn Barberis and Lori Coonen of MTM360 as they discuss the fundamentals to successful multi-generational wealth transfers.
