WMTC graduates are qualified by the CSI to provide personal financial planning services to high-net-worth clients.

Schiff founded Advanced Planning Group, which led a team of private wealth experts who specialized in the needs of high-net-worth clients globally.

Our business with our high-net-worth clients continues to grow from a product and service standpoint and is responsive to clients.

Typically, these involve high-net-worth clients with substantial assets in their retirement accounts.

The acquisition is Legg Mason's first foray into hedge funds and gives the firm greater access to highly desirable global high-net-worth clients.

Independent wealth-managers use their experience in estate planning, risk management, and their affiliations with tax and legal specialists, to manage the diverse holdings of high-net-worth clients.

Mr. Crawford said the firm planned on selling tailored risk management and investment products to the firm's high-net-worth clients.

But he said that the firm would be hiring brokers with high-net-worth clients selectively.

It is a strategic communications and marketing company specializing in deepening relationships with high-net-worth clients.

Fireman's Fund offers a ranging portfolio of coverage, including personal auto, homeowners, excess, and collections insurance for high-net-worth clients.