Financial Planning for Millionaires: Services and Examples

Millionaires face distinct financial challenges that require specialized strategies beyond basic money management. Financial planning for millionaires encompasses investment portfolio diversification, tax optimization, estate planning and wealth preservation across generations. The right planning approach can help high-net-worth individuals maximize returns while minimizing tax liabilities and protecting assets from potential threats.Whether you’re focused on tax efficiency, estate planning or portfolio diversification,…

Sun West sues FNB over reverse mortgage repurchases

The lawsuit was filed on Oct. 28 in the U.S. District Court for the Central District of California. Mortgage Professional America first reported on the topic. Spokespeople for Sun West and FNB did not immediately respond to requests for comment from HousingWire‘s Reverse Mortgage Daily. Sun West initially made a deal with First Mariner Bank in March 2011, acquiring the servicing…

Former Capita national planning director moves to multidisciplinary consultancy

Stephen Ottewell was appointed to the role by employee-owned engineering, environmental and planning consultants Caulmert last month and will be based in Altrincham, Cheshire.He had been with outsourcing and public services firm Capita, as its Chester-based national planning director from 2016 and was its business development director from May 2024 until 30 October.Before that, Ottewell, who has a masters in…

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China’s property market forecast to grow in 2025

A property agent introduces housing to potential homebuyers in Taiyuan, Shanxi province. WEI LIANG/CHINA NEWS SERVICE Despite challenges such as a complex international environment and challenging internal structural transformation, the Chinese real estate…