..From the affluent individual’s. ..perspective, wealth management is. ..simply the science of solving/enhancing. ..his or her financial situation.. 
..A defining quality of wealth management. ..is that it is delivered in a consultative. ..manner..
 
..A good wealth manager meets a client. ..without any presupposition about.. ..financial.products or services..
..Research..
..Tax Services..
..Estate Planning..
..Legal Consultation..
..Retirement Planning..
..Investment Consulting..
..Consolidation and Reporting..

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