2021 was one for the books for many reasons and we see these trends continuing into 2022. We’re here as a resource to help you navigate through these. We encourage you to read through and reach out with any questions that you may have and to discuss these in more detail specific to your family.
ultra high net worth Archives - Simpson | McCrady
16 May. 2022
4 Risk Management Mistakes That Expose Affluent Families To Dangerous Gaps
Our COO and Principal, Clay Saftner, was recently interviewed by Private Wealth to discuss potential coverage gaps for high net worth and ultra high net worth individuals and families. Click here to learn more.