Trusts & Estates

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Trusts & Estates

How to More Effectively Engage and Service the High Net Worth Client

By: Jeffrey R. Matsen, Esq.

All estate planning attorneys strongly desire and hope to obtain a high net worth client. But, once you do find that client, what is the specific process involved in engaging, analyzing, designing, implementing and putting everything together in an effective and positive manner?

To read more about more effectively engaging and servicing your high net worth clients, please complete the form below.


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