Money guide utilizes the spectrum of financial disciplines available, such as financial and investment advice, legal or estate planning, accounting, and tax services, and retirement planning, to manage an affluent client's wealth. Actually Wealth planning is the art of structuring your wealth while building it, preserving it, and in order to transfer it to the next generation tax-optimised. Wealth planning is a mix of tax planning, wealth protection, estate planning and business succession planning and relates to your total wealth.
Money guide Monitor local businesses and establish methods for future development. Evaluate all sales and marketing plans for affiliates and recommend changes if required. Manage and monitor effective working of local projects and provide support to marketing plan.
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