 In an ideal world, these clients want the independence of having enough capital outside their business so they have some flexibility,."John Bowen, Chief Executive, CEG Worldwide. |
Prepare to be patient if you aim to serve wealthy business owners
Liz Skinner | InvestmentNews, March 2014
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Summary: The nation's business owners are an affluent bunch and they require a broad swath of services from a financial adviser — but the potential pay-off to advisers may be many years down the road. About one-third of the nation's wealthy investors, those who have $1.5 million or more to invest, are business owners, and that proportion jumps dramatically as wealth level rises, a new study finds.
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