High-net-worth individuals typically possess more complex financial situations than affluent individuals, necessitating the assistance of attorneys, CPAs, and other professionals.

Authors

• Person: Not available Organization: Journal of Financial Planning
  An Exploratory Study of the Wealthy's Investment Beliefs ...

Sources

• An Exploratory Study of the Wealthy's Investment Beliefs ... www.financialplanningassociation.org Journal of Financial Planning via serper

Referenced by nodes (1)

• high-net-worth individuals concept