Detail Managing Wealth   Oleh:  Dennis, Anita Jenis: Article from Bulletin/Magazine Dalam koleksi: Journal of Accountancy vol. 184 no. 5 (Nov. 1997), page 84. Topik: WEALTH; managing; wealth Ketersediaan Perpustakaan Pusat (Semanggi) Nomor Panggil: JJ85.2 Non-tandon: 1 (dapat dipinjam: 0) Tandon: tidak ada     Lihat Detail Induk Isi artikel L ess than two years ago, Kaycee Krysty left a large CPA firm to help launch Tyee Asset Strategies, a firm that provides wealth management and investment consulting. With a partner, she now manages the personal investment portfolios of clients who typically have net worths in excess of $ 7 million. After 15 months, the six - person Seattle firm had more than $ 170 million under management. Although Krysty no longer performs traditional CPA services, her experience with high net worth clients illustrates the benefits and pitfalls of working in this market. It's a market that has been underserved, but Krysty believes that will change. "There's so much opportunity here," she says. Opini Anda Klik untuk menuliskan opini Anda tentang koleksi ini! Kembali

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