How luxury clients may be impacted by Biden’s wealth tax proposal

The “Billionaire Minimum Income Tax,” as outlined in Biden’s proposal, would require households worth more than $100 million to pay a tax of at least 20 percent on both their income and any unrealized gains — including real estate. Continue reading

Who is your luxury client? Understanding varying wealth levels

Do you know how an ultra-wealthy resident of “Richistan” differs from a “Millionaire Next Door”? Understanding the psychology of each group is the key to attracting and keeping ultra-high-net-worth clients. Continue reading