Wealth management and financial planning


As the increased number of wealthy family, more and more people are seeking advise on how to manage their wealth to make sure their fortune can be kept safe and continuing to growth.

The major goal for this research paper is to come out with any valid and valuable results of theory to maximize the benefit of clients' from the result of managing one's wealth. For example, what is the best portfolio for one very wealthy individual to invest his/her fortune in the market place to generate optimal result (including variable risk factors, fixed risk factors and factors to increase the return). For instance, one might want to put his money in different areas or account such as real estate, stock, business investment, education loan, sitting in the bank account, etc. but they all have different risk and different return. Is there a best way to split? Is there a formula or equation for people to follow when they make such a decision?

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Finance Basics: Wealth management and financial planning
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