Individuals with investable assets in excess of $1 million are considered a High Net Worth Individual (HNWI). While the exact monetary figure may change depending on the financial institution or the region, one thing is for certain—more money means more work to preserve those assets. When partnering with LMC, clients know they are teaming up with tax professionals who make it a priority to listen. We can provide our signature estate and trust planning, tax planning, and other services all specific to our clients needs.
